-9.3%
BA vs VWO
+17.9%
-27.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.6% |
| 7D | -1.2% | +0.2% | -1.3% | -1.3% |
| 30D | -11.3% | +0.9% | -12.2% | -11.9% |
| 3M | -3.8% | +4.3% | -8.0% | -6.9% |
| 6M | -8.3% | +10.5% | -18.8% | -15.6% |
| YTD | -4.9% | +13.4% | -18.3% | -15.2% |
| All | -9.3% | +17.9% | -27.2% | -15.3% |
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