+2.0%
RDW vs VWO
+33.5%
-31.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -3.4% |
| 7D | +0.9% | -1.8% | +2.6% | +3.6% |
| 30D | -21.3% | -0.1% | -21.2% | -21.2% |
| 3M | -37.9% | +2.2% | -40.1% | -39.3% |
| 6M | +12.3% | +8.8% | +3.5% | +2.6% |
| YTD | +39.7% | +12.4% | +27.3% | +23.8% |
| 1Y | +25.7% | +15.6% | +10.1% | +7.9% |
| 3Y | +230.8% | +62.5% | +168.3% | +91.8% |
| 5Y | -8.8% | +34.3% | -43.0% | -39.5% |
| All | +2.0% | +33.5% | -31.5% | -32.7% |
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 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