+293.7%
ROIV vs VEU
+75.1%
+218.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.0% |
| 7D | +19.0% | -1.9% | +20.9% | +21.0% |
| 30D | +16.1% | -0.7% | +16.9% | +16.7% |
| 3M | +44.1% | +4.9% | +39.2% | +37.7% |
| 6M | +37.8% | +9.8% | +28.0% | +25.9% |
| YTD | +88.7% | +15.3% | +73.4% | +65.4% |
| 1Y | +197.3% | +23.0% | +174.3% | +145.6% |
| 3Y | +224.9% | +73.5% | +151.4% | +96.9% |
| 5Y | +311.0% | +54.5% | +256.6% | +152.4% |
| All | +293.7% | +75.1% | +218.6% | +138.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling