+33.4%
VWO vs STT
+153.4%
-120.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -1.7% | -1.4% | -0.4% | -1.4% |
| 30D | -0.3% | +2.2% | -2.5% | -0.9% |
| 3M | +4.0% | +18.8% | -14.9% | -0.9% |
| 6M | +8.1% | +57.9% | -49.8% | -4.7% |
| YTD | +11.6% | +51.0% | -39.4% | -0.6% |
| 1Y | +16.2% | +77.1% | -60.9% | -0.9% |
| 3Y | +63.3% | +199.8% | -136.6% | +19.5% |
| 5Y | +33.4% | +156.0% | -122.6% | -2.1% |
| All | +33.4% | +153.4% | -120.1% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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