+14.8%
VWO vs ALC
-14.0%
+28.8%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.2% | -1.3% |
| 7D | -1.7% | -7.7% | +6.0% | -1.0% |
| 30D | -0.3% | -11.7% | +11.4% | +0.8% |
| 3M | +4.0% | +0.7% | +3.3% | +3.5% |
| 6M | +8.1% | -17.1% | +25.2% | +11.4% |
| YTD | +11.6% | -15.1% | +26.8% | +14.9% |
| All | +14.8% | -14.0% | +28.8% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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