+33.8%
VWO vs WCC
+224.0%
-190.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | 0.0% |
| 7D | -1.8% | +1.5% | -3.3% | -2.1% |
| 30D | -0.1% | -2.1% | +2.0% | +0.2% |
| 3M | +2.2% | +3.8% | -1.6% | +1.1% |
| 6M | +8.8% | +35.0% | -26.2% | +2.3% |
| YTD | +12.4% | +46.4% | -34.0% | +4.0% |
| 1Y | +15.6% | +63.0% | -47.4% | +4.6% |
| 3Y | +62.5% | +133.9% | -71.4% | +33.2% |
| All | +33.8% | +224.0% | -190.2% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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