+44.7%
HWM vs VWO
+23.1%
+21.6%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -1.0% |
| 7D | -2.1% | +1.1% | -3.2% | -2.9% |
| 30D | -11.0% | +2.4% | -13.4% | -12.6% |
| 3M | +4.0% | +2.0% | +2.0% | +2.0% |
| 6M | -0.2% | +10.7% | -10.9% | -9.2% |
| YTD | +26.7% | +14.4% | +12.2% | +11.2% |
| 1Y | +44.7% | +22.7% | +22.0% | +30.4% |
| All | +44.7% | +23.1% | +21.6% | +30.4% |
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