-3.5%
BA vs VWO
+35.7%
-39.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -1.5% |
| 7D | -1.2% | +0.2% | -1.3% | -1.3% |
| 30D | -11.3% | +0.9% | -12.2% | -12.1% |
| 3M | -3.8% | +4.3% | -8.0% | -7.7% |
| 6M | -8.3% | +10.5% | -18.8% | -17.1% |
| YTD | -4.9% | +13.4% | -18.3% | -16.6% |
| 1Y | -10.1% | +18.6% | -28.6% | -24.7% |
| 3Y | -2.3% | +65.8% | -68.1% | -43.1% |
| 5Y | -3.5% | +35.2% | -38.7% | -28.8% |
| All | -3.5% | +35.7% | -39.2% | -28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling