+89.3%
VEA vs ROIV
+232.7%
-143.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.3% |
| 7D | +1.0% | +0.6% | +0.3% | +0.9% |
| 30D | +1.9% | +1.0% | +1.0% | +1.8% |
| 3M | +3.2% | +18.3% | -15.1% | +1.9% |
| 6M | +10.2% | +18.3% | -8.1% | +8.6% |
| YTD | +18.9% | +61.0% | -42.1% | +14.5% |
| 1Y | +29.3% | +177.9% | -148.6% | +19.9% |
| 3Y | +76.8% | +199.1% | -122.3% | +61.6% |
| 5Y | +61.2% | +250.7% | -189.5% | +38.7% |
| All | +89.3% | +232.7% | -143.4% | +63.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling