+69.6%
V vs VWO
+32.1%
+37.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.7% |
| 7D | -3.0% | -1.7% | -1.3% | -2.2% |
| 30D | +1.2% | -0.3% | +1.5% | +1.3% |
| 3M | +13.9% | +4.0% | +9.9% | +11.2% |
| 6M | +17.2% | +8.1% | +9.1% | +11.4% |
| YTD | +5.3% | +11.6% | -6.3% | -1.9% |
| 1Y | +9.5% | +16.2% | -6.8% | -0.7% |
| 3Y | +51.9% | +63.3% | -11.3% | +8.9% |
| 5Y | +69.6% | +33.4% | +36.2% | +40.2% |
| All | +69.6% | +32.1% | +37.5% | +40.2% |
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