+94.6%
ROIV price history and return analytics
+12.5%
+82.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.8% |
| 7D | +14.3% | -0.1% | +14.4% | +14.6% |
| 30D | +16.2% | -3.1% | +19.3% | +20.2% |
| 3M | +15.1% | -3.5% | +18.6% | +19.4% |
| 6M | +44.2% | +0.5% | +43.8% | +41.7% |
| YTD | +89.8% | +10.8% | +79.0% | +68.5% |
| 1Y | +94.6% | +11.9% | +82.7% | +71.7% |
| All | +94.6% | +12.5% | +82.1% | +71.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling