+52.1%
WM vs VWO
+34.9%
+17.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | -0.9% | +0.9% | -1.8% | -1.0% |
| 30D | -4.3% | +1.3% | -5.6% | -4.4% |
| 3M | +0.8% | +5.1% | -4.3% | +0.4% |
| 6M | -10.8% | +12.5% | -23.3% | -12.0% |
| YTD | -0.1% | +14.0% | -14.1% | -1.7% |
| 1Y | +1.0% | +19.7% | -18.7% | -1.4% |
| 3Y | +45.1% | +66.8% | -21.7% | +32.6% |
| 5Y | +52.1% | +36.2% | +15.9% | +43.0% |
| All | +52.1% | +34.9% | +17.2% | +43.0% |
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