+1,285.8%
WDC vs VWO
+62.9%
+1,222.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -4.1% |
| 7D | -4.3% | -1.8% | -2.5% | -1.4% |
| 30D | -1.5% | -0.1% | -1.4% | -1.2% |
| 3M | -15.5% | +2.2% | -17.7% | -17.0% |
| 6M | +66.5% | +8.8% | +57.7% | +50.8% |
| YTD | +159.9% | +12.4% | +147.5% | +128.7% |
| 1Y | +366.0% | +15.6% | +350.4% | +299.1% |
| 3Y | +1,285.8% | +62.5% | +1,223.3% | +685.5% |
| All | +1,285.8% | +62.9% | +1,222.9% | +685.5% |
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