+111.6%
VWO vs MSCI
+625.6%
-514.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.3% | -1.2% |
| 7D | -1.7% | -4.7% | +3.0% | -0.3% |
| 30D | -0.3% | -2.2% | +1.9% | +0.2% |
| 3M | +4.0% | -9.7% | +13.7% | +6.4% |
| 6M | +8.1% | +0.3% | +7.8% | +6.9% |
| YTD | +11.6% | -3.5% | +15.1% | +11.1% |
| 1Y | +16.2% | -1.4% | +17.6% | +14.5% |
| 3Y | +63.3% | +6.6% | +56.7% | +53.0% |
| 5Y | +33.4% | -10.9% | +44.3% | +28.7% |
| All | +111.6% | +625.6% | -514.0% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling