+316.5%
ROIV vs VEU
+56.3%
+260.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.4% | +19.2% | +19.1% |
| 7D | +20.2% | +1.7% | +18.5% | +18.2% |
| 30D | +14.1% | +1.0% | +13.2% | +12.9% |
| 3M | +45.6% | +5.6% | +40.0% | +37.6% |
| 6M | +44.1% | +13.7% | +30.5% | +26.2% |
| YTD | +91.2% | +17.7% | +73.4% | +62.0% |
| 1Y | +221.3% | +25.8% | +195.5% | +154.6% |
| 3Y | +229.2% | +77.1% | +152.1% | +83.2% |
| 5Y | +316.5% | +57.1% | +259.3% | +142.7% |
| All | +316.5% | +56.3% | +260.2% | +142.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling