+916.1%
WDC vs VWO
+34.0%
+882.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -4.0% |
| 7D | -4.3% | -1.8% | -2.5% | -1.7% |
| 30D | -1.5% | -0.1% | -1.4% | -1.2% |
| 3M | -15.5% | +2.2% | -17.7% | -16.7% |
| 6M | +66.5% | +8.8% | +57.7% | +52.6% |
| YTD | +159.9% | +12.4% | +147.5% | +131.6% |
| 1Y | +366.0% | +15.6% | +350.4% | +304.4% |
| 3Y | +1,285.8% | +62.5% | +1,223.3% | +693.2% |
| All | +916.1% | +34.0% | +882.1% | +626.9% |
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