+18.6%
VWO vs GD
+11.5%
+7.1%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | +0.2% | -3.1% | +3.3% | +0.4% |
| 30D | +0.9% | -10.9% | +11.8% | +2.0% |
| 3M | +4.3% | +2.5% | +1.8% | +3.7% |
| 6M | +10.5% | -1.7% | +12.2% | +11.3% |
| YTD | +13.4% | +6.1% | +7.2% | +11.5% |
| 1Y | +18.6% | +11.7% | +6.9% | +15.6% |
| All | +18.6% | +11.5% | +7.1% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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