-18.5%
JD vs VWO
+16.3%
-34.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | -0.4% |
| 7D | -4.2% | -1.8% | -2.5% | -2.9% |
| 30D | -14.4% | -0.1% | -14.3% | -14.4% |
| 3M | -3.6% | +2.2% | -5.8% | -5.6% |
| 6M | -0.3% | +8.8% | -9.1% | -8.5% |
| YTD | -2.4% | +12.4% | -14.7% | -15.2% |
| 1Y | -18.5% | +15.6% | -34.1% | -32.5% |
| All | -18.5% | +16.3% | -34.9% | -32.5% |
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