+66.3%
VXUS vs ROIV
+276.5%
-210.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.1% |
| 7D | +2.1% | +1.7% | +0.5% | +2.0% |
| 30D | -1.1% | +17.6% | -18.7% | -2.3% |
| 3M | -5.6% | +9.0% | -14.6% | -6.4% |
| 6M | -2.3% | +35.3% | -37.5% | -4.7% |
| YTD | +10.4% | +82.2% | -71.8% | +5.2% |
| 1Y | +13.1% | +92.3% | -79.2% | +7.3% |
| 3Y | +68.0% | +336.8% | -268.8% | +50.6% |
| 5Y | +45.8% | +370.6% | -324.8% | +23.0% |
| All | +66.3% | +276.5% | -210.1% | +43.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling