+111.6%
VWO vs D
+38.3%
+73.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.5% | -1.5% |
| 7D | -1.7% | -1.6% | -0.1% | -1.4% |
| 30D | -0.3% | -3.5% | +3.2% | +0.4% |
| 3M | +4.0% | -1.6% | +5.6% | +4.2% |
| 6M | +8.1% | +5.8% | +2.3% | +6.5% |
| YTD | +11.6% | +14.5% | -2.8% | +8.1% |
| 1Y | +16.2% | +14.2% | +2.1% | +12.5% |
| 3Y | +63.3% | +59.0% | +4.3% | +45.0% |
| 5Y | +33.4% | +5.4% | +28.0% | +29.2% |
| All | +111.6% | +38.3% | +73.3% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling