+280.1%
ROIV price history and return analytics
+92.3%
+187.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | +1.7% | +2.4% | -0.7% | -0.6% |
| 30D | +17.6% | -1.5% | +19.1% | +19.5% |
| 3M | +9.0% | -4.1% | +13.1% | +13.5% |
| 6M | +35.3% | +0.6% | +34.7% | +34.5% |
| YTD | +82.2% | +11.0% | +71.1% | +64.7% |
| 1Y | +92.3% | +13.3% | +78.9% | +70.2% |
| 3Y | +336.8% | +73.4% | +263.4% | +157.3% |
| 5Y | +370.6% | +57.4% | +313.2% | +173.2% |
| All | +280.1% | +92.3% | +187.8% | +110.6% |
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