+46.9%
VWO vs ROIV
+232.7%
-185.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.6% |
| 7D | +1.1% | +0.6% | +0.4% | +1.0% |
| 30D | +2.4% | +1.0% | +1.4% | +2.3% |
| 3M | +2.0% | +18.3% | -16.3% | +0.7% |
| 6M | +10.7% | +18.3% | -7.7% | +9.1% |
| YTD | +14.4% | +61.0% | -46.5% | +10.3% |
| 1Y | +22.7% | +177.9% | -155.2% | +13.8% |
| 3Y | +64.2% | +199.1% | -134.9% | +50.3% |
| 5Y | +35.8% | +250.7% | -214.9% | +18.2% |
| All | +46.9% | +232.7% | -185.7% | +29.1% |
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