+33.8%
VWO vs WWD
+184.1%
-150.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.4% |
| 7D | -1.8% | -2.6% | +0.8% | -1.2% |
| 30D | -0.1% | -6.9% | +6.8% | +1.3% |
| 3M | +2.2% | -13.0% | +15.3% | +4.9% |
| 6M | +8.8% | -12.5% | +21.2% | +11.1% |
| YTD | +12.4% | +11.8% | +0.5% | +8.9% |
| 1Y | +15.6% | +41.1% | -25.5% | +6.2% |
| 3Y | +62.5% | +163.1% | -100.5% | +27.4% |
| All | +33.8% | +184.1% | -150.3% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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