+29.8%
EEM vs ROIV
+378.2%
-348.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.2% | -4.0% | +1.7% |
| 7D | -2.8% | +5.3% | -8.1% | -3.3% |
| 30D | -11.9% | +11.9% | -23.8% | -12.8% |
| 3M | -8.8% | +10.7% | -19.5% | -9.8% |
| 6M | -11.6% | +34.9% | -46.5% | -14.2% |
| YTD | +9.0% | +79.2% | -70.2% | +3.2% |
| 1Y | +10.6% | +89.0% | -78.4% | +4.2% |
| 3Y | +64.4% | +337.3% | -273.0% | +44.5% |
| All | +29.8% | +378.2% | -348.4% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 5y: compounded portfolio wealth divided by compounded ROIV 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…
5y analysis · Full analysis span regression · 6 months rolling