+4.3%
VWO vs IP
-7.8%
+12.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -1.1% |
| 7D | +4.0% | -0.9% | +4.9% | +4.2% |
| 30D | -5.4% | +6.7% | -12.1% | -6.3% |
| 3M | -6.4% | -16.6% | +10.2% | -4.3% |
| 6M | -4.7% | +6.0% | -10.7% | -6.5% |
| YTD | +5.3% | -10.7% | +16.0% | +6.0% |
| 1Y | +4.3% | -6.7% | +11.0% | +4.6% |
| All | +4.3% | -7.8% | +12.2% | +4.6% |
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