+128.1%
FIX vs VWO
+18.6%
+109.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.0% |
| 7D | +3.5% | +0.2% | +3.4% | +3.2% |
| 30D | -3.5% | +0.9% | -4.4% | -5.0% |
| 3M | -11.8% | +4.3% | -16.0% | -17.1% |
| 6M | +17.8% | +10.5% | +7.3% | -1.0% |
| YTD | +73.3% | +13.4% | +59.9% | +37.9% |
| 1Y | +128.1% | +18.6% | +109.5% | +74.4% |
| All | +128.1% | +18.6% | +109.5% | +74.4% |
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