+164.3%
EWJV vs VOO
+210.1%
-45.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.2% |
| 7D | +1.6% | -0.8% | +2.4% | +2.1% |
| 30D | +4.4% | -1.1% | +5.5% | +5.1% |
| 3M | +12.1% | +3.9% | +8.2% | +9.6% |
| 6M | +18.7% | +13.6% | +5.1% | +10.5% |
| YTD | +27.5% | +12.7% | +14.8% | +19.3% |
| 1Y | +33.9% | +17.6% | +16.3% | +22.3% |
| 3Y | +95.2% | +77.3% | +17.9% | +42.8% |
| 5Y | +105.5% | +84.1% | +21.3% | +46.0% |
| All | +164.3% | +210.1% | -45.8% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling