+16.2%
VWO vs AR
+22.8%
-6.6%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.7% | -1.5% |
| 7D | -1.7% | -1.3% | -0.4% | -1.8% |
| 30D | -0.3% | +3.5% | -3.8% | -0.1% |
| 3M | +4.0% | +9.9% | -5.9% | +4.6% |
| 6M | +8.1% | +4.5% | +3.6% | +8.1% |
| YTD | +11.6% | +13.7% | -2.0% | +10.7% |
| 1Y | +16.2% | +19.2% | -3.0% | +15.0% |
| All | +16.2% | +22.8% | -6.6% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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