+24.2%
IJR vs VWO
+5.9%
+18.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.4% |
| 7D | +2.3% | -1.3% | +3.6% | +3.0% |
| 30D | +2.8% | -7.1% | +10.0% | +7.2% |
| 3M | -4.6% | -6.1% | +1.5% | -1.2% |
| 6M | +5.7% | -3.9% | +9.5% | +7.5% |
| YTD | +19.9% | +5.0% | +14.9% | +12.7% |
| 1Y | +24.2% | +6.0% | +18.2% | +16.0% |
| All | +24.2% | +5.9% | +18.3% | +16.0% |
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