+36.2%
VWO vs AMC
-99.5%
+135.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.2% |
| 7D | +0.9% | -0.8% | +1.7% | +0.9% |
| 30D | +1.3% | -1.2% | +2.4% | +1.2% |
| 3M | +5.1% | +42.2% | -37.1% | +2.9% |
| 6M | +12.5% | +118.8% | -106.3% | +7.9% |
| YTD | +14.0% | +64.1% | -50.1% | +10.4% |
| 1Y | +19.7% | -9.5% | +29.3% | +18.5% |
| 3Y | +66.8% | -64.3% | +131.1% | +67.0% |
| 5Y | +36.2% | -99.5% | +135.7% | +61.8% |
| All | +36.2% | -99.5% | +135.7% | +61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling