+2,137.4%
VLO vs VWO
+324.1%
+1,813.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.1% |
| 7D | +6.2% | +0.2% | +6.1% | +6.1% |
| 30D | +23.5% | +0.9% | +22.6% | +22.5% |
| 3M | +53.9% | +4.3% | +49.6% | +47.6% |
| 6M | +81.7% | +10.5% | +71.1% | +62.9% |
| YTD | +142.5% | +13.4% | +129.1% | +112.0% |
| 1Y | +145.4% | +18.6% | +126.9% | +106.4% |
| 3Y | +197.3% | +65.8% | +131.5% | +85.7% |
| 5Y | +614.6% | +35.2% | +579.4% | +423.2% |
| 10Y | +938.9% | +116.6% | +822.2% | +420.2% |
| All | +2,137.4% | +324.1% | +1,813.3% | +464.9% |
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 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