+21.2%
VZ vs VWO
+27.4%
-6.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | +2.4% | +2.1% | +0.3% | +2.2% |
| 30D | +11.2% | -5.5% | +16.7% | +11.6% |
| 3M | 0.0% | -6.2% | +6.2% | +0.4% |
| 6M | +1.3% | -6.4% | +7.7% | +1.7% |
| YTD | +21.3% | +5.4% | +15.9% | +19.5% |
| 1Y | +23.9% | +4.5% | +19.4% | +22.3% |
| 3Y | +57.7% | +56.1% | +1.6% | +42.8% |
| 5Y | +21.2% | +28.1% | -6.9% | +10.7% |
| All | +21.2% | +27.4% | -6.2% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling