+1,726.2%
BE vs VWO
+62.9%
+1,663.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +5.2% |
| 7D | +9.0% | -1.8% | +10.8% | +13.3% |
| 30D | +16.3% | -0.1% | +16.4% | +17.1% |
| 3M | +10.8% | +2.2% | +8.6% | +9.6% |
| 6M | +73.2% | +8.8% | +64.4% | +54.1% |
| YTD | +217.4% | +12.4% | +205.0% | +168.9% |
| 1Y | +309.8% | +15.6% | +294.2% | +239.6% |
| 3Y | +1,726.2% | +62.5% | +1,663.6% | +662.4% |
| All | +1,726.2% | +62.9% | +1,663.3% | +662.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling