+302.4%
ROIV price history and return analytics
+94.1%
+208.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.5% |
| 7D | +9.5% | -0.7% | +10.2% | +10.3% |
| 30D | +21.0% | -1.7% | +22.7% | +23.2% |
| 3M | +18.7% | -2.3% | +21.0% | +21.4% |
| 6M | +44.5% | +1.5% | +43.0% | +42.2% |
| YTD | +92.9% | +12.0% | +80.8% | +72.7% |
| 1Y | +100.2% | +12.9% | +87.4% | +78.0% |
| 3Y | +375.0% | +74.9% | +300.1% | +177.3% |
| 5Y | +435.2% | +59.9% | +375.2% | +207.5% |
| All | +302.4% | +94.1% | +208.3% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling