+1,728.6%
QLD vs VWO
+112.8%
+1,615.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.4% |
| 7D | +1.9% | +0.2% | +1.7% | +1.6% |
| 30D | -1.8% | +0.9% | -2.7% | -3.2% |
| 3M | -0.1% | +4.3% | -4.4% | -5.7% |
| 6M | +32.6% | +10.5% | +22.0% | +14.1% |
| YTD | +27.9% | +13.4% | +14.5% | +5.4% |
| 1Y | +40.3% | +18.6% | +21.7% | +7.8% |
| 3Y | +182.5% | +65.8% | +116.7% | +26.1% |
| 5Y | +122.5% | +35.2% | +87.3% | +47.8% |
| 10Y | +1,728.6% | +116.6% | +1,611.9% | +620.7% |
| All | +1,728.6% | +112.8% | +1,615.7% | +620.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling