+2,545.0%
TER vs VWO
+326.6%
+2,218.3%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.6% | +4.5% |
| 7D | +11.0% | +0.9% | +10.0% | +10.0% |
| 30D | -1.9% | +1.3% | -3.1% | -2.9% |
| 3M | -0.7% | +5.1% | -5.8% | -3.6% |
| 6M | +36.4% | +12.5% | +23.8% | +26.5% |
| YTD | +92.4% | +14.0% | +78.4% | +77.7% |
| 1Y | +213.5% | +19.7% | +193.8% | +178.9% |
| 3Y | +277.2% | +66.8% | +210.5% | +155.0% |
| 5Y | +219.1% | +36.2% | +182.9% | +162.8% |
| 10Y | +1,744.2% | +111.0% | +1,633.2% | +1,008.2% |
| All | +2,545.0% | +326.6% | +2,218.3% | +725.8% |
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