+113.0%
VWO vs NDAQ
+368.2%
-255.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.2% | +0.9% |
| 7D | -1.8% | -5.6% | +3.8% | +0.1% |
| 30D | -0.1% | -4.4% | +4.3% | +1.3% |
| 3M | +2.2% | +5.9% | -3.6% | -0.3% |
| 6M | +8.8% | +7.7% | +1.0% | +5.1% |
| YTD | +12.4% | -5.2% | +17.6% | +13.1% |
| 1Y | +15.6% | -3.4% | +18.9% | +15.3% |
| 3Y | +62.5% | +85.6% | -23.1% | +24.1% |
| 5Y | +34.3% | +49.5% | -15.2% | +9.4% |
| All | +113.0% | +368.2% | -255.2% | +11.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling