+112.4%
C vs VWO
+25.9%
+86.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +1.0% |
| 7D | +4.7% | +4.0% | +0.7% | +1.4% |
| 30D | +0.2% | -5.4% | +5.6% | +4.8% |
| 3M | -9.3% | -6.4% | -2.9% | -4.5% |
| 6M | -0.8% | -4.7% | +3.8% | +2.8% |
| YTD | +8.5% | +5.3% | +3.2% | +3.4% |
| 1Y | +23.1% | +4.3% | +18.8% | +18.2% |
| 3Y | +220.8% | +55.9% | +164.8% | +119.4% |
| 5Y | +112.4% | +25.7% | +86.7% | +68.5% |
| All | +112.4% | +25.9% | +86.5% | +68.5% |
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