+15.6%
VWO vs WAT
+38.4%
-22.8%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.5% |
| 7D | -1.8% | -0.3% | -1.5% | -1.7% |
| 30D | -0.1% | -1.9% | +1.8% | +0.1% |
| 3M | +2.2% | +13.5% | -11.3% | +0.8% |
| 6M | +8.8% | +37.2% | -28.5% | +4.7% |
| YTD | +12.4% | +7.5% | +4.9% | +9.4% |
| 1Y | +15.6% | +35.0% | -19.4% | +10.1% |
| All | +15.6% | +38.4% | -22.8% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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