+411.6%
ROIV vs VEU
+45.1%
+366.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.0% |
| 7D | +5.3% | -1.6% | +7.0% | +7.1% |
| 30D | +11.9% | -4.3% | +16.2% | +16.9% |
| 3M | +10.7% | -5.8% | +16.6% | +17.2% |
| 6M | +34.9% | -4.4% | +39.3% | +40.3% |
| YTD | +79.2% | +8.7% | +70.5% | +63.7% |
| 1Y | +89.0% | +12.6% | +76.4% | +66.4% |
| 3Y | +337.3% | +65.2% | +272.1% | +157.6% |
| All | +411.6% | +45.1% | +366.4% | +240.9% |
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