+113.0%
VWO vs A
+256.4%
-143.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | -0.2% |
| 7D | -1.8% | -2.6% | +0.8% | -0.9% |
| 30D | -0.1% | -0.9% | +0.8% | +0.1% |
| 3M | +2.2% | +13.6% | -11.4% | -2.5% |
| 6M | +8.8% | +27.8% | -19.1% | -1.4% |
| YTD | +12.4% | +8.6% | +3.8% | +7.8% |
| 1Y | +15.6% | +16.9% | -1.3% | +7.4% |
| 3Y | +62.5% | +32.9% | +29.6% | +38.9% |
| 5Y | +34.3% | -14.1% | +48.4% | +34.8% |
| All | +113.0% | +256.4% | -143.4% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling