+270.9%
WMB vs VWO
+32.1%
+238.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.5% |
| 7D | -1.7% | -1.7% | +0.1% | -1.0% |
| 30D | +0.7% | -0.3% | +1.0% | +0.8% |
| 3M | +1.5% | +4.0% | -2.5% | -0.3% |
| 6M | +0.1% | +8.1% | -8.0% | -3.7% |
| YTD | +22.9% | +11.6% | +11.3% | +16.3% |
| 1Y | +27.9% | +16.2% | +11.6% | +18.7% |
| 3Y | +139.1% | +63.3% | +75.9% | +87.0% |
| 5Y | +270.9% | +33.4% | +237.6% | +210.8% |
| All | +270.9% | +32.1% | +238.8% | +210.8% |
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