+63.9%
VWO vs D
+60.1%
+3.8%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.4% |
| 7D | +0.2% | -0.4% | +0.6% | +0.2% |
| 30D | +0.9% | -2.1% | +3.0% | +1.1% |
| 3M | +4.3% | -0.7% | +5.0% | +4.2% |
| 6M | +10.5% | +5.6% | +5.0% | +9.5% |
| YTD | +13.4% | +14.6% | -1.2% | +11.1% |
| 1Y | +18.6% | +15.3% | +3.2% | +15.9% |
| All | +63.9% | +60.1% | +3.8% | +48.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling