+22.7%
VWO vs BTG
+38.4%
-15.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.9% |
| 7D | +1.1% | -0.9% | +2.0% | +1.1% |
| 30D | +2.4% | +36.8% | -34.4% | -2.5% |
| 3M | +2.0% | +23.1% | -21.1% | -1.5% |
| 6M | +10.7% | +3.5% | +7.2% | +8.7% |
| YTD | +14.4% | +25.5% | -11.1% | +9.8% |
| 1Y | +22.7% | +40.1% | -17.4% | +17.4% |
| All | +22.7% | +38.4% | -15.7% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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