+1,264.4%
BE vs VWO
+34.0%
+1,230.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +5.3% |
| 7D | +9.0% | -1.8% | +10.8% | +13.2% |
| 30D | +16.3% | -0.1% | +16.4% | +17.1% |
| 3M | +10.8% | +2.2% | +8.6% | +9.8% |
| 6M | +73.2% | +8.8% | +64.4% | +54.2% |
| YTD | +217.4% | +12.4% | +205.0% | +168.8% |
| 1Y | +309.8% | +15.6% | +294.2% | +239.0% |
| 3Y | +1,726.2% | +62.5% | +1,663.6% | +712.9% |
| All | +1,264.4% | +34.0% | +1,230.4% | +891.4% |
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 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