+33.8%
VWO vs NDAQ
+48.5%
-14.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.9% |
| 7D | -1.8% | -5.9% | +4.1% | -0.3% |
| 30D | -0.1% | -4.7% | +4.6% | +1.0% |
| 3M | +2.2% | +5.5% | -3.3% | +0.5% |
| 6M | +8.8% | +7.4% | +1.4% | +6.2% |
| YTD | +12.4% | -5.5% | +17.9% | +13.3% |
| 1Y | +15.6% | -3.7% | +19.3% | +15.7% |
| 3Y | +62.5% | +85.0% | -22.5% | +32.1% |
| All | +33.8% | +48.5% | -14.7% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling