+291.1%
ROIV vs VEU
+69.6%
+221.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.8% | +1.8% | +2.1% |
| 7D | +13.3% | +0.8% | +12.6% | +12.7% |
| 30D | +14.8% | -1.6% | +16.4% | +16.5% |
| 3M | +11.9% | -4.2% | +16.1% | +16.1% |
| 6M | +42.4% | -1.5% | +43.9% | +43.8% |
| YTD | +87.4% | +11.7% | +75.7% | +69.1% |
| 1Y | +97.2% | +15.6% | +81.6% | +72.4% |
| 3Y | +375.7% | +71.7% | +303.9% | +191.6% |
| 5Y | +379.0% | +49.5% | +329.6% | +202.8% |
| All | +291.1% | +69.6% | +221.5% | +143.9% |
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 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