+5.8%
VWO vs SW
+25.9%
-20.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.4% |
| 7D | +1.7% | -2.6% | +4.2% | +2.1% |
| 30D | -4.2% | +7.2% | -11.4% | -5.3% |
| 3M | -4.6% | -10.5% | +5.8% | -2.9% |
| 6M | -5.0% | +9.9% | -14.8% | -7.5% |
| YTD | +6.8% | +17.2% | -10.5% | +2.6% |
| 1Y | +5.8% | +26.5% | -20.7% | +0.9% |
| All | +5.8% | +25.9% | -20.1% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 1y: compounded portfolio wealth divided by compounded SW 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…
1y analysis · Full analysis span regression · 6 months rolling