+6.0%
VWO vs NDAQ
+28.8%
-22.8%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +1.5% |
| 7D | -1.3% | +3.9% | -5.2% | -1.5% |
| 30D | -7.1% | +19.0% | -26.1% | -8.2% |
| 3M | -6.1% | +17.6% | -23.7% | -7.2% |
| 6M | -3.9% | +21.0% | -24.9% | -5.1% |
| YTD | +5.0% | +14.1% | -9.1% | +4.2% |
| 1Y | +6.0% | +29.4% | -23.5% | +2.2% |
| All | +6.0% | +28.8% | -22.8% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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