+73.9%
CTVA vs VWO
+62.9%
+11.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.0% |
| 7D | -4.5% | -1.8% | -2.7% | -3.8% |
| 30D | +11.3% | -0.1% | +11.4% | +11.3% |
| 3M | +12.3% | +2.2% | +10.1% | +10.9% |
| 6M | +7.2% | +8.8% | -1.6% | +1.9% |
| YTD | +26.0% | +12.4% | +13.6% | +17.2% |
| 1Y | +16.0% | +15.6% | +0.4% | +5.8% |
| 3Y | +73.9% | +62.5% | +11.4% | +18.8% |
| All | +73.9% | +62.9% | +11.0% | +18.8% |
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