+33.4%
VWO vs BAH
+1.2%
+32.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.8% | -6.3% | -1.7% |
| 7D | -1.7% | +2.4% | -4.2% | -1.8% |
| 30D | -0.3% | -2.9% | +2.6% | -0.2% |
| 3M | +4.0% | -1.3% | +5.3% | +4.1% |
| 6M | +8.1% | -0.9% | +9.0% | +8.0% |
| YTD | +11.6% | -8.2% | +19.9% | +11.8% |
| 1Y | +16.2% | -24.0% | +40.2% | +18.0% |
| 3Y | +63.3% | -28.1% | +91.4% | +62.9% |
| 5Y | +33.4% | +2.5% | +30.8% | +29.5% |
| All | +33.4% | +1.2% | +32.1% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling