+33.4%
VWO vs ROIV
+310.6%
-277.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.4% |
| 7D | -1.7% | +19.0% | -20.7% | -3.0% |
| 30D | -0.3% | +16.1% | -16.4% | -1.5% |
| 3M | +4.0% | +44.1% | -40.1% | +1.1% |
| 6M | +8.1% | +37.8% | -29.7% | +5.3% |
| YTD | +11.6% | +88.7% | -77.0% | +6.3% |
| 1Y | +16.2% | +197.3% | -181.1% | +7.3% |
| 3Y | +63.3% | +224.9% | -161.7% | +48.4% |
| 5Y | +33.4% | +311.0% | -277.7% | +11.3% |
| All | +33.4% | +310.6% | -277.3% | +11.3% |
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 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