-31.3%
TER vs VWO
-4.8%
-26.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.3% | -5.1% |
| 7D | +14.4% | +2.0% | +12.4% | +8.2% |
| 30D | -30.6% | -4.3% | -26.3% | -18.7% |
| 3M | -39.2% | -6.4% | -32.8% | -23.3% |
| 6M | -31.3% | -5.6% | -25.6% | -12.9% |
| All | -31.3% | -4.8% | -26.5% | -12.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling