+51.8%
VWO vs DOC
+44.2%
+7.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.8% |
| 7D | -0.4% | +6.5% | -6.9% | -1.4% |
| 30D | -7.6% | +9.2% | -16.8% | -9.0% |
| 3M | -7.6% | -2.5% | -5.1% | -7.2% |
| 6M | -8.7% | +7.1% | -15.8% | -10.2% |
| YTD | +3.2% | +33.0% | -29.8% | -3.1% |
| 1Y | +3.6% | +23.3% | -19.7% | -1.2% |
| 3Y | +51.8% | +44.9% | +6.9% | +39.1% |
| All | +51.8% | +44.2% | +7.7% | +39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling