+63.9%
VWO vs BAH
-31.4%
+95.3%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +0.2% | -1.3% | +1.5% | +0.2% |
| 30D | +0.9% | -6.6% | +7.5% | +1.0% |
| 3M | +4.3% | -7.2% | +11.4% | +4.6% |
| 6M | +10.5% | -10.0% | +20.5% | +10.9% |
| YTD | +13.4% | -12.5% | +25.8% | +13.7% |
| 1Y | +18.6% | -27.9% | +46.5% | +20.2% |
| All | +63.9% | -31.4% | +95.3% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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