-11.5%
SHW vs VWO
+16.3%
-27.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.2% | +1.5% |
| 7D | -3.1% | -1.8% | -1.3% | -2.3% |
| 30D | -10.0% | -0.1% | -9.9% | -10.0% |
| 3M | +2.3% | +2.2% | 0.0% | +0.9% |
| 6M | +0.7% | +8.8% | -8.1% | -5.2% |
| YTD | +0.5% | +12.4% | -11.9% | -5.7% |
| 1Y | -11.5% | +15.6% | -27.1% | -17.3% |
| All | -11.5% | +16.3% | -27.8% | -17.3% |
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