+6.0%
VWO vs IP
+2.3%
+3.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.5% |
| 7D | -1.3% | +3.4% | -4.7% | -1.7% |
| 30D | -7.1% | +11.2% | -18.4% | -8.4% |
| 3M | -6.1% | -14.8% | +8.7% | -4.3% |
| 6M | -3.9% | +17.3% | -21.2% | -6.9% |
| YTD | +5.0% | -6.2% | +11.2% | +5.1% |
| 1Y | +6.0% | +2.3% | +3.6% | +5.6% |
| All | +6.0% | +2.3% | +3.7% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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