+977.1%
BE vs VWO
+76.3%
+900.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -1.8% |
| 7D | +23.9% | +0.2% | +23.8% | +23.7% |
| 30D | +27.8% | +0.9% | +26.9% | +26.4% |
| 3M | +3.7% | +4.3% | -0.5% | -0.1% |
| 6M | +78.0% | +10.5% | +67.4% | +56.9% |
| YTD | +209.9% | +13.4% | +196.5% | +165.3% |
| 1Y | +389.6% | +18.6% | +371.0% | +300.6% |
| 3Y | +1,730.6% | +65.8% | +1,664.8% | +788.9% |
| 5Y | +1,227.8% | +35.2% | +1,192.6% | +841.5% |
| All | +977.1% | +76.3% | +900.8% | +557.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling