+75.9%
DE vs VWO
+62.9%
+13.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.7% |
| 7D | -2.6% | -1.8% | -0.8% | -1.6% |
| 30D | +9.0% | -0.1% | +9.1% | +9.0% |
| 3M | +19.1% | +2.2% | +16.9% | +17.4% |
| 6M | +14.4% | +8.8% | +5.6% | +8.2% |
| YTD | +45.9% | +12.4% | +33.6% | +34.9% |
| 1Y | +43.6% | +15.6% | +28.0% | +30.0% |
| 3Y | +75.9% | +62.5% | +13.4% | +22.5% |
| All | +75.9% | +62.9% | +13.0% | +22.5% |
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 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