+207.7%
ROIV vs VEU
+26.0%
+181.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.4% | +19.2% | +19.1% |
| 7D | +20.2% | +1.7% | +18.5% | +18.4% |
| 30D | +14.1% | +1.0% | +13.2% | +13.1% |
| 3M | +45.6% | +5.6% | +40.0% | +38.2% |
| 6M | +44.1% | +13.7% | +30.5% | +27.7% |
| YTD | +91.2% | +17.7% | +73.4% | +68.4% |
| All | +207.7% | +26.0% | +181.7% | +154.3% |
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