+82.3%
IVV vs VWO
+35.7%
+46.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | -0.4% | +0.2% | -0.5% | -0.5% |
| 30D | -1.4% | +0.9% | -2.3% | -2.0% |
| 3M | +3.7% | +4.3% | -0.6% | +0.7% |
| 6M | +13.0% | +10.5% | +2.5% | +5.3% |
| YTD | +12.4% | +13.4% | -0.9% | +2.8% |
| 1Y | +18.6% | +18.6% | 0.0% | +5.1% |
| 3Y | +78.1% | +65.8% | +12.3% | +23.9% |
| 5Y | +82.3% | +35.2% | +47.1% | +43.1% |
| All | +82.3% | +35.7% | +46.6% | +43.1% |
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