+51.0%
HPQ vs VWO
+34.0%
+16.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.7% | +7.7% | +7.9% |
| 7D | +9.8% | -1.8% | +11.5% | +11.3% |
| 30D | +22.4% | -0.1% | +22.5% | +22.4% |
| 3M | +45.2% | +2.2% | +42.9% | +42.1% |
| 6M | +96.4% | +8.8% | +87.7% | +81.7% |
| YTD | +65.4% | +12.4% | +53.0% | +47.8% |
| 1Y | +31.6% | +15.6% | +16.0% | +14.7% |
| 3Y | +37.0% | +62.5% | -25.5% | -12.1% |
| All | +51.0% | +34.0% | +16.9% | +11.1% |
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 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