+325.3%
VWO vs NDAQ
+3,338.7%
-3,013.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | +0.2% | -1.6% | +1.7% | +0.8% |
| 30D | +0.9% | -1.5% | +2.4% | +1.4% |
| 3M | +4.3% | +8.0% | -3.8% | +0.4% |
| 6M | +10.5% | +7.7% | +2.8% | +6.2% |
| YTD | +13.4% | -2.3% | +15.7% | +12.6% |
| 1Y | +18.6% | +0.6% | +18.0% | +16.1% |
| 3Y | +65.8% | +90.9% | -25.1% | +22.6% |
| 5Y | +35.2% | +52.5% | -17.2% | +7.4% |
| 10Y | +116.6% | +380.3% | -263.6% | +2.7% |
| All | +325.3% | +3,338.7% | -3,013.4% | +20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling