+40.3%
QLD vs VWO
+18.6%
+21.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.5% |
| 7D | +1.9% | +0.2% | +1.7% | +1.6% |
| 30D | -1.8% | +0.9% | -2.7% | -3.3% |
| 3M | -0.1% | +4.3% | -4.4% | -5.9% |
| 6M | +32.6% | +10.5% | +22.0% | +14.7% |
| YTD | +27.9% | +13.4% | +14.5% | +4.8% |
| 1Y | +40.3% | +18.6% | +21.7% | +11.9% |
| All | +40.3% | +18.6% | +21.6% | +11.9% |
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