+358.3%
DELL vs VWO
+16.3%
+341.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +11.0% |
| 7D | +8.2% | -1.8% | +10.0% | +11.0% |
| 30D | +17.1% | -0.1% | +17.2% | +17.5% |
| 3M | +45.2% | +2.2% | +42.9% | +41.0% |
| 6M | +286.8% | +8.8% | +278.0% | +255.2% |
| YTD | +354.8% | +12.4% | +342.4% | +296.0% |
| 1Y | +358.3% | +15.6% | +342.7% | +272.8% |
| All | +358.3% | +16.3% | +341.9% | +272.8% |
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 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