+15.6%
VWO vs VTR
+33.3%
-17.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.6% |
| 7D | -1.8% | -0.3% | -1.5% | -1.8% |
| 30D | -0.1% | +1.1% | -1.2% | 0.0% |
| 3M | +2.2% | +7.9% | -5.7% | +2.5% |
| 6M | +8.8% | +6.2% | +2.6% | +9.9% |
| YTD | +12.4% | +17.7% | -5.3% | +14.7% |
| 1Y | +15.6% | +32.9% | -17.3% | +19.3% |
| All | +15.6% | +33.3% | -17.7% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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