+111.6%
VWO vs AMC
-99.0%
+210.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.5% | -1.5% |
| 7D | -1.7% | -7.1% | +5.4% | -1.6% |
| 30D | -0.3% | -1.7% | +1.4% | -0.3% |
| 3M | +4.0% | +13.5% | -9.5% | +3.5% |
| 6M | +8.1% | +112.6% | -104.5% | +6.3% |
| YTD | +11.6% | +51.3% | -39.7% | +10.3% |
| 1Y | +16.2% | -14.5% | +30.7% | +15.9% |
| 3Y | +63.3% | -67.1% | +130.4% | +63.4% |
| 5Y | +33.4% | -99.5% | +132.9% | +38.6% |
| All | +111.6% | -99.0% | +210.6% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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