+321.7%
VWO vs TRI
+403.1%
-81.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.2% |
| 7D | -1.8% | -7.9% | +6.1% | +2.3% |
| 30D | -0.1% | -4.5% | +4.4% | +1.4% |
| 3M | +2.2% | +22.1% | -19.9% | -11.5% |
| 6M | +8.8% | -2.8% | +11.5% | +4.0% |
| YTD | +12.4% | -23.4% | +35.8% | +19.9% |
| 1Y | +15.6% | -41.5% | +57.1% | +44.5% |
| 3Y | +62.5% | -19.2% | +81.7% | +58.8% |
| 5Y | +34.3% | -9.4% | +43.7% | +18.4% |
| 10Y | +114.8% | +195.6% | -80.8% | -22.7% |
| All | +321.7% | +403.1% | -81.5% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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