+35.2%
VWO vs AR
+148.2%
-113.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +0.2% | -1.2% | +1.4% | +0.3% |
| 30D | +0.9% | +5.5% | -4.6% | +0.4% |
| 3M | +4.3% | +12.9% | -8.6% | +3.1% |
| 6M | +10.5% | +0.1% | +10.5% | +10.2% |
| YTD | +13.4% | +13.5% | -0.2% | +11.4% |
| 1Y | +18.6% | +21.6% | -3.0% | +15.5% |
| 3Y | +65.8% | +46.0% | +19.8% | +56.2% |
| 5Y | +35.2% | +143.7% | -108.5% | +20.8% |
| All | +35.2% | +148.2% | -113.0% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling