+51.2%
CI vs VWO
+25.3%
+25.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +1.2% | +2.0% | -0.8% | +0.9% |
| 30D | +2.6% | -4.3% | +6.8% | +3.2% |
| 3M | +7.4% | -6.4% | +13.8% | +8.4% |
| 6M | -0.1% | -5.6% | +5.5% | +0.5% |
| YTD | +9.7% | +5.2% | +4.5% | +7.9% |
| 1Y | +12.1% | +5.2% | +7.0% | +10.2% |
| 3Y | +7.0% | +55.5% | -48.5% | -4.4% |
| All | +51.2% | +25.3% | +25.9% | +51.1% |
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