+79.3%
VEA vs ROIV
+253.6%
-174.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +18.8% | -19.2% | -2.7% |
| 7D | +1.9% | +20.2% | -18.3% | -0.6% |
| 30D | +0.8% | +14.1% | -13.4% | -1.1% |
| 3M | +5.7% | +45.6% | -39.9% | +0.4% |
| 6M | +13.3% | +44.1% | -30.8% | +7.5% |
| YTD | +18.4% | +91.2% | -72.8% | +8.2% |
| 1Y | +27.0% | +221.3% | -194.4% | +8.3% |
| 3Y | +79.3% | +229.2% | -149.9% | +46.6% |
| All | +79.3% | +253.6% | -174.4% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling