+99.6%
DE vs VWO
+34.0%
+65.6%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.3% |
| YTD | +45.9% | +12.4% | +33.6% | +35.3% |
| 1Y | +43.6% | +15.6% | +28.0% | +30.6% |
| 3Y | +75.9% | +62.5% | +13.4% | +29.0% |
| All | +99.6% | +34.0% | +65.6% | +63.7% |
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