+33.8%
VWO vs BTG
+78.0%
-44.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | -1.8% | -3.8% | +2.0% | -1.2% |
| 30D | -0.1% | +3.6% | -3.7% | -0.8% |
| 3M | +2.2% | +32.0% | -29.8% | -2.8% |
| 6M | +8.8% | +3.4% | +5.4% | +6.8% |
| YTD | +12.4% | +20.8% | -8.4% | +7.2% |
| 1Y | +15.6% | +22.4% | -6.8% | +9.2% |
| 3Y | +62.5% | +91.7% | -29.2% | +39.1% |
| All | +33.8% | +78.0% | -44.2% | +14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling