+62.9%
FDX vs VWO
+35.7%
+27.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.2% |
| 7D | -2.3% | +0.2% | -2.5% | -2.4% |
| 30D | -4.9% | +0.9% | -5.8% | -5.5% |
| 3M | -6.5% | +4.3% | -10.7% | -9.3% |
| 6M | +6.7% | +10.5% | -3.9% | -1.3% |
| YTD | +33.9% | +13.4% | +20.5% | +21.4% |
| 1Y | +72.2% | +18.6% | +53.6% | +50.9% |
| 3Y | +60.2% | +65.8% | -5.6% | +7.4% |
| 5Y | +62.9% | +35.2% | +27.7% | +19.5% |
| All | +62.9% | +35.7% | +27.2% | +19.5% |
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 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