+77.6%
VXUS vs ROIV
+232.7%
-155.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.4% |
| 7D | +1.0% | +0.6% | +0.4% | +1.0% |
| 30D | +2.2% | +1.0% | +1.2% | +2.1% |
| 3M | +3.0% | +18.3% | -15.3% | +1.6% |
| 6M | +10.7% | +18.3% | -7.7% | +9.1% |
| YTD | +17.8% | +61.0% | -43.1% | +13.6% |
| 1Y | +27.6% | +177.9% | -150.3% | +18.4% |
| 3Y | +73.3% | +199.1% | -125.8% | +58.6% |
| 5Y | +54.3% | +250.7% | -196.4% | +33.5% |
| All | +77.6% | +232.7% | -155.0% | +54.4% |
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 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