+92.9%
VWO vs MSCI
+2,756.4%
-2,663.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | +1.1% | +0.4% | +0.7% | +0.9% |
| 30D | +2.4% | +0.6% | +1.8% | +2.0% |
| 3M | +2.0% | -7.1% | +9.1% | +4.0% |
| 6M | +10.7% | +0.8% | +9.8% | +8.9% |
| YTD | +14.4% | +1.0% | +13.4% | +11.8% |
| 1Y | +22.7% | +4.3% | +18.4% | +17.7% |
| 3Y | +64.2% | +9.9% | +54.3% | +49.4% |
| 5Y | +35.8% | -6.8% | +42.5% | +26.8% |
| 10Y | +114.7% | +614.7% | -500.0% | -24.4% |
| All | +92.9% | +2,756.4% | -2,663.5% | -68.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling