-12.3%
BA vs VWO
+4.4%
-16.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -0.8% |
| 7D | -0.6% | +4.0% | -4.6% | -3.3% |
| 30D | -8.0% | -5.4% | -2.6% | -4.3% |
| 3M | -25.8% | -6.4% | -19.4% | -22.3% |
| 6M | -27.6% | -4.7% | -22.9% | -25.5% |
| YTD | -21.0% | +5.3% | -26.3% | -27.1% |
| 1Y | -12.3% | +4.3% | -16.6% | -18.6% |
| All | -12.3% | +4.4% | -16.6% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 1y: compounded portfolio wealth divided by compounded VWO 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…
1y analysis · Full analysis span regression · 6 months rolling