+6.0%
VWO vs DOC
+21.8%
-15.8%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +1.4% |
| 7D | -1.3% | +8.7% | -10.0% | -2.1% |
| 30D | -7.1% | +7.6% | -14.8% | -7.8% |
| 3M | -6.1% | -5.3% | -0.8% | -5.5% |
| 6M | -3.9% | +27.6% | -31.5% | -7.7% |
| YTD | +5.0% | +32.4% | -27.4% | +1.1% |
| 1Y | +6.0% | +22.9% | -16.9% | +2.6% |
| All | +6.0% | +21.8% | -15.8% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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