+61.4%
VWO vs CPB
-43.2%
+104.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.3% | +2.8% | -1.6% |
| 7D | -1.7% | -5.4% | +3.7% | -1.8% |
| 30D | -0.3% | -7.8% | +7.5% | -0.4% |
| 3M | +4.0% | -6.9% | +10.9% | +4.0% |
| 6M | +8.1% | -12.2% | +20.3% | +8.3% |
| YTD | +11.6% | -21.1% | +32.7% | +12.0% |
| 1Y | +16.2% | -33.5% | +49.7% | +17.2% |
| All | +61.4% | -43.2% | +104.6% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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