+63.9%
VXUS vs ROIV
+314.9%
-251.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.2% | -6.0% | -0.8% |
| 7D | -1.8% | +5.3% | -7.1% | -2.6% |
| 30D | -4.6% | +11.9% | -16.4% | -6.2% |
| 3M | -6.1% | +10.7% | -16.8% | -8.0% |
| 6M | -4.9% | +34.9% | -39.8% | -10.1% |
| YTD | +8.1% | +79.2% | -71.1% | -2.8% |
| 1Y | +12.1% | +89.0% | -76.9% | -0.3% |
| 3Y | +63.9% | +337.3% | -273.5% | +23.5% |
| All | +63.9% | +314.9% | -251.1% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling