+367.5%
ROIV price history and return analytics
+74.4%
+293.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +20.1% |
| 3M | +15.1% | -3.5% | +18.6% | +19.4% |
| 6M | +44.2% | +0.5% | +43.8% | +43.1% |
| YTD | +89.8% | +10.8% | +79.0% | +70.1% |
| 1Y | +94.6% | +11.9% | +82.7% | +72.5% |
| 3Y | +367.5% | +73.0% | +294.6% | +145.3% |
| All | +367.5% | +74.4% | +293.1% | +145.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling