-73.1%
SMR vs VWO
+23.1%
-96.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.3% | -2.6% |
| 7D | +4.4% | +1.1% | +3.3% | +1.2% |
| 30D | +3.4% | +2.4% | +1.0% | -2.8% |
| 3M | -19.2% | +2.0% | -21.2% | -21.8% |
| 6M | -22.6% | +10.7% | -33.3% | -36.6% |
| YTD | -31.5% | +14.4% | -46.0% | -50.8% |
| 1Y | -73.1% | +22.7% | -95.8% | -79.0% |
| All | -73.1% | +23.1% | -96.1% | -79.0% |
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