+11.9%
VT vs VWO
+4.4%
+7.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | +0.4% |
| 7D | +2.9% | +4.0% | -1.2% | -0.1% |
| 30D | -2.5% | -5.4% | +2.9% | +1.5% |
| 3M | -3.3% | -6.4% | +3.1% | +1.4% |
| 6M | +1.5% | -4.7% | +6.2% | +4.9% |
| YTD | +11.4% | +5.3% | +6.1% | +5.9% |
| 1Y | +11.9% | +4.3% | +7.6% | +7.7% |
| All | +11.9% | +4.4% | +7.5% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling