+61.4%
VWO vs ALL
+150.1%
-88.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.5% |
| 7D | -1.7% | -4.3% | +2.6% | -1.8% |
| 30D | -0.3% | -3.6% | +3.3% | -0.4% |
| 3M | +4.0% | +13.2% | -9.2% | +3.9% |
| 6M | +8.1% | +22.5% | -14.4% | +7.8% |
| YTD | +11.6% | +22.7% | -11.1% | +11.2% |
| 1Y | +16.2% | +28.3% | -12.1% | +15.4% |
| All | +61.4% | +150.1% | -88.6% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 3y: compounded portfolio wealth divided by compounded ALL 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…
3y analysis · Full analysis span regression · 6 months rolling