+92.4%
ROIV vs VEU
+17.0%
+75.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.0% | +4.1% | +4.4% |
| 7D | +3.0% | +0.2% | +2.8% | +2.9% |
| 30D | +6.8% | -2.1% | +9.0% | +8.7% |
| 3M | +10.5% | -2.7% | +13.2% | +12.8% |
| 6M | +34.8% | +3.2% | +31.6% | +29.3% |
| YTD | +76.2% | +12.6% | +63.6% | +60.1% |
| 1Y | +92.4% | +17.1% | +75.3% | +69.4% |
| All | +92.4% | +17.0% | +75.4% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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