+33.8%
VWO vs NI
+96.9%
-63.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.8% | 0.0% | -1.8% | -1.8% |
| 30D | -0.1% | -1.4% | +1.3% | +0.1% |
| 3M | +2.2% | -10.6% | +12.8% | +4.2% |
| 6M | +8.8% | -9.3% | +18.1% | +10.4% |
| YTD | +12.4% | +1.1% | +11.3% | +11.7% |
| 1Y | +15.6% | +3.4% | +12.2% | +14.3% |
| 3Y | +62.5% | +67.9% | -5.4% | +46.1% |
| All | +33.8% | +96.9% | -63.1% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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