+252.8%
SPOT vs VWO
+64.9%
+187.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.2% |
| 7D | -3.1% | -1.8% | -1.3% | -1.6% |
| 30D | +7.4% | -0.1% | +7.5% | +7.3% |
| 3M | +8.2% | +2.2% | +5.9% | +5.5% |
| 6M | +2.2% | +8.8% | -6.5% | -6.3% |
| YTD | -9.5% | +12.4% | -21.9% | -19.8% |
| 1Y | -23.8% | +15.6% | -39.4% | -34.4% |
| 3Y | +233.5% | +62.5% | +170.9% | +107.9% |
| 5Y | +112.2% | +34.3% | +77.9% | +58.7% |
| All | +252.8% | +64.9% | +187.9% | +120.5% |
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