+211.9%
TER vs VWO
+32.1%
+179.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -1.0% |
| 7D | +9.4% | -1.7% | +11.1% | +12.5% |
| 30D | -2.4% | -0.3% | -2.1% | -1.8% |
| 3M | +6.5% | +4.0% | +2.6% | +2.7% |
| 6M | +23.2% | +8.1% | +15.1% | +14.6% |
| YTD | +91.5% | +11.6% | +79.9% | +72.1% |
| 1Y | +214.8% | +16.2% | +198.6% | +170.0% |
| 3Y | +275.3% | +63.3% | +212.1% | +105.9% |
| 5Y | +211.9% | +33.4% | +178.6% | +122.1% |
| All | +211.9% | +32.1% | +179.8% | +122.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling