+36.2%
VWO vs GD
+95.9%
-59.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.2% |
| 7D | +0.9% | -3.5% | +4.4% | +1.6% |
| 30D | +1.3% | -9.0% | +10.3% | +3.1% |
| 3M | +5.1% | +5.1% | 0.0% | +3.8% |
| 6M | +12.5% | -1.0% | +13.6% | +12.5% |
| YTD | +14.0% | +7.3% | +6.7% | +11.8% |
| 1Y | +19.7% | +12.4% | +7.3% | +16.0% |
| 3Y | +66.8% | +73.7% | -6.9% | +45.1% |
| 5Y | +36.2% | +93.8% | -57.6% | +12.5% |
| All | +36.2% | +95.9% | -59.7% | +12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling