+57.7%
VZ vs VWO
+56.9%
+0.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.5% |
| 7D | +2.4% | +2.1% | +0.3% | +2.5% |
| 30D | +11.2% | -5.5% | +16.7% | +10.7% |
| 3M | 0.0% | -6.2% | +6.2% | -0.4% |
| 6M | +1.3% | -6.4% | +7.7% | +1.0% |
| YTD | +21.3% | +5.4% | +15.9% | +20.2% |
| 1Y | +23.9% | +4.5% | +19.4% | +23.0% |
| 3Y | +57.7% | +56.1% | +1.6% | +49.3% |
| All | +57.7% | +56.9% | +0.8% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 3y: compounded portfolio wealth divided by compounded VWO 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…
3y analysis · Full analysis span regression · 6 months rolling