+35.2%
VWO vs MSCI
-11.2%
+46.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | +0.2% | -1.1% | +1.3% | +0.4% |
| 30D | +0.9% | -1.2% | +2.1% | +1.1% |
| 3M | +4.3% | -8.4% | +12.7% | +5.7% |
| 6M | +10.5% | -1.0% | +11.6% | +9.9% |
| YTD | +13.4% | -2.3% | +15.6% | +12.7% |
| 1Y | +18.6% | -1.2% | +19.7% | +17.2% |
| 3Y | +65.8% | +7.9% | +57.9% | +57.2% |
| 5Y | +35.2% | -10.1% | +45.3% | +27.0% |
| All | +35.2% | -11.2% | +46.4% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling