+62.1%
VEA vs ROIV
+316.9%
-254.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +18.8% | -19.2% | -1.8% |
| 7D | +1.9% | +20.2% | -18.3% | +0.4% |
| 30D | +0.8% | +14.1% | -13.4% | -0.4% |
| 3M | +5.7% | +45.6% | -39.9% | +2.6% |
| 6M | +13.3% | +44.1% | -30.8% | +9.9% |
| YTD | +18.4% | +91.2% | -72.8% | +12.5% |
| 1Y | +27.0% | +221.3% | -194.4% | +16.3% |
| 3Y | +79.3% | +229.2% | -149.9% | +62.4% |
| 5Y | +62.1% | +316.5% | -254.3% | +34.7% |
| All | +62.1% | +316.9% | -254.8% | +34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling