+20.1%
W vs VWO
+23.1%
-3.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +1.3% |
| 7D | -4.2% | +1.1% | -5.2% | -5.9% |
| 30D | -7.6% | +2.4% | -10.0% | -11.2% |
| 3M | +37.2% | +2.0% | +35.2% | +32.7% |
| 6M | +26.3% | +10.7% | +15.6% | +7.0% |
| YTD | -1.0% | +14.4% | -15.4% | -19.4% |
| 1Y | +20.1% | +22.7% | -2.6% | -7.1% |
| All | +20.1% | +23.1% | -3.0% | -7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling