+35.2%
VWO vs IWD
+72.9%
-37.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | +0.2% | -1.2% | +1.3% | +1.0% |
| 30D | +0.9% | -1.6% | +2.5% | +2.1% |
| 3M | +4.3% | +7.0% | -2.7% | -1.0% |
| 6M | +10.5% | +17.0% | -6.4% | -1.5% |
| YTD | +13.4% | +21.6% | -8.3% | -1.8% |
| 1Y | +18.6% | +28.0% | -9.4% | -0.9% |
| 3Y | +65.8% | +70.6% | -4.8% | +11.8% |
| 5Y | +35.2% | +73.3% | -38.1% | -9.6% |
| All | +35.2% | +72.9% | -37.7% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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