+790.7%
FIX vs VWO
+66.7%
+724.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.8% |
| 7D | +6.1% | +0.9% | +5.1% | +4.8% |
| 30D | -2.7% | +1.3% | -3.9% | -4.2% |
| 3M | -10.9% | +5.1% | -16.0% | -15.7% |
| 6M | +29.0% | +12.5% | +16.5% | +12.4% |
| YTD | +76.9% | +14.0% | +62.9% | +52.7% |
| 1Y | +130.7% | +19.7% | +111.0% | +90.1% |
| 3Y | +790.7% | +66.8% | +723.9% | +417.1% |
| All | +790.7% | +66.7% | +724.0% | +417.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling