+906.3%
MRK vs VWO
+317.6%
+588.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.3% |
| 7D | -5.0% | -1.7% | -3.3% | -4.3% |
| 30D | +11.0% | -0.3% | +11.3% | +11.1% |
| 3M | +22.4% | +4.0% | +18.4% | +20.2% |
| 6M | +25.4% | +8.1% | +17.3% | +20.9% |
| YTD | +39.5% | +11.6% | +27.9% | +32.6% |
| 1Y | +78.0% | +16.2% | +61.7% | +66.3% |
| 3Y | +45.5% | +63.3% | -17.7% | +17.1% |
| 5Y | +130.3% | +33.4% | +96.9% | +98.4% |
| 10Y | +229.8% | +113.3% | +116.5% | +124.7% |
| All | +906.3% | +317.6% | +588.6% | +384.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling