+87.6%
ROIV vs VEU
+12.6%
+74.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.6% | -3.7% |
| 7D | +9.2% | +2.4% | +6.9% | +7.1% |
| 30D | +19.9% | -2.0% | +21.9% | +22.0% |
| 3M | +10.6% | -5.1% | +15.7% | +15.3% |
| 6M | +36.1% | -0.7% | +36.8% | +35.3% |
| YTD | +84.3% | +11.0% | +73.3% | +70.7% |
| 1Y | +87.6% | +12.4% | +75.2% | +73.4% |
| All | +87.6% | +12.6% | +74.9% | +73.4% |
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