+78.4%
VEA vs ROIV
+292.3%
-213.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.0% | -0.9% |
| 7D | 0.0% | +14.3% | -14.3% | -1.0% |
| 30D | -1.4% | +16.2% | -17.6% | -2.5% |
| 3M | -4.1% | +15.1% | -19.2% | -5.3% |
| 6M | -1.3% | +44.2% | -45.5% | -4.3% |
| YTD | +12.1% | +89.8% | -77.7% | +6.4% |
| 1Y | +16.1% | +94.6% | -78.5% | +9.9% |
| 3Y | +73.0% | +367.5% | -294.5% | +54.2% |
| 5Y | +55.1% | +421.4% | -366.3% | +30.1% |
| All | +78.4% | +292.3% | -213.9% | +51.8% |
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