+96.9%
PSX vs VWO
+5.9%
+91.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -4.0% |
| 7D | -5.2% | -1.3% | -3.9% | -5.4% |
| 30D | -3.7% | -7.1% | +3.4% | -5.7% |
| 3M | +26.8% | -6.1% | +32.9% | +24.7% |
| 6M | +47.3% | -3.9% | +51.2% | +46.0% |
| YTD | +105.4% | +5.0% | +100.4% | +99.9% |
| 1Y | +96.9% | +6.0% | +90.9% | +90.9% |
| All | +96.9% | +5.9% | +91.0% | +90.9% |
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