+2,185.6%
FIX vs VWO
+34.9%
+2,150.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.7% |
| 7D | +6.1% | +0.9% | +5.1% | +5.1% |
| 30D | -2.7% | +1.3% | -3.9% | -3.9% |
| 3M | -10.9% | +5.1% | -16.0% | -14.5% |
| 6M | +29.0% | +12.5% | +16.5% | +16.5% |
| YTD | +76.9% | +14.0% | +62.9% | +58.8% |
| 1Y | +130.7% | +19.7% | +111.0% | +99.7% |
| 3Y | +790.7% | +66.8% | +723.9% | +496.3% |
| 5Y | +2,185.6% | +36.2% | +2,149.4% | +1,666.3% |
| All | +2,185.6% | +34.9% | +2,150.7% | +1,666.3% |
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