+100.2%
ROIV price history and return analytics
+13.3%
+87.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.3% |
| 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% | +21.5% |
| 6M | +44.5% | +1.5% | +43.0% | +40.4% |
| YTD | +92.9% | +12.0% | +80.8% | +69.0% |
| 1Y | +100.2% | +12.9% | +87.4% | +74.9% |
| All | +100.2% | +13.3% | +87.0% | +74.9% |
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 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