+6,594.8%
WDC vs VWO
+324.1%
+6,270.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.6% |
| 7D | +7.5% | +0.2% | +7.3% | +7.3% |
| 30D | +10.1% | +0.9% | +9.2% | +9.3% |
| 3M | -6.8% | +4.3% | -11.1% | -8.9% |
| 6M | +84.1% | +10.5% | +73.6% | +72.8% |
| YTD | +180.3% | +13.4% | +166.9% | +160.0% |
| 1Y | +411.1% | +18.6% | +392.5% | +359.5% |
| 3Y | +1,375.0% | +65.8% | +1,309.2% | +911.8% |
| 5Y | +991.6% | +35.2% | +956.3% | +801.5% |
| 10Y | +1,309.1% | +116.6% | +1,192.5% | +751.4% |
| All | +6,594.8% | +324.1% | +6,270.6% | +2,183.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling