-7.3%
DIS vs VWO
+16.1%
-23.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.0% |
| 7D | -1.3% | -1.7% | +0.5% | -0.7% |
| 30D | +2.2% | -0.3% | +2.5% | +2.2% |
| 3M | +8.1% | +4.0% | +4.2% | +6.2% |
| 6M | +5.2% | +8.1% | -2.9% | +1.9% |
| YTD | -6.3% | +11.6% | -17.9% | -10.0% |
| 1Y | -7.3% | +16.2% | -23.5% | -12.6% |
| All | -7.3% | +16.1% | -23.4% | -12.6% |
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