+235.9%
ROIV vs VEU
+79.5%
+156.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.0% |
| 7D | +0.6% | +1.1% | -0.5% | -0.4% |
| 30D | +1.0% | +2.2% | -1.2% | -1.0% |
| 3M | +18.3% | +3.0% | +15.3% | +15.0% |
| 6M | +18.3% | +10.9% | +7.5% | +7.3% |
| YTD | +61.0% | +18.2% | +42.8% | +38.1% |
| 1Y | +177.9% | +28.3% | +149.6% | +121.3% |
| 3Y | +199.1% | +74.6% | +124.4% | +80.3% |
| 5Y | +250.7% | +56.4% | +194.3% | +111.1% |
| All | +235.9% | +79.5% | +156.4% | +99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling