+25.8%
VWO vs ROIV
+380.3%
-354.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | +2.0% | +1.7% | +0.3% | +1.8% |
| 30D | -4.3% | +17.6% | -21.9% | -5.5% |
| 3M | -6.4% | +9.0% | -15.3% | -7.2% |
| 6M | -5.6% | +35.3% | -40.9% | -8.2% |
| YTD | +5.2% | +82.2% | -77.0% | -0.2% |
| 1Y | +5.2% | +92.3% | -87.1% | -0.7% |
| 3Y | +55.5% | +336.8% | -281.3% | +37.8% |
| All | +25.8% | +380.3% | -354.5% | +2.4% |
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