+143.3%
DELL vs VWO
+5.9%
+137.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.7% | -10.5% | -11.3% |
| 7D | -24.6% | -1.3% | -23.3% | -23.1% |
| 30D | -32.5% | -7.1% | -25.3% | -24.6% |
| 3M | -20.2% | -6.1% | -14.1% | -12.0% |
| 6M | +76.5% | -3.9% | +80.3% | +90.1% |
| YTD | +198.9% | +5.0% | +193.9% | +185.7% |
| 1Y | +143.3% | +6.0% | +137.4% | +130.5% |
| All | +143.3% | +5.9% | +137.4% | +130.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling