+157.7%
EWJV vs VOO
+209.4%
-51.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +0.8% | -0.4% | +1.2% | +1.0% |
| 30D | +3.2% | -1.4% | +4.6% | +4.0% |
| 3M | +10.3% | +3.7% | +6.6% | +8.1% |
| 6M | +15.8% | +13.0% | +2.8% | +8.1% |
| YTD | +24.3% | +12.4% | +11.9% | +16.4% |
| 1Y | +31.6% | +18.6% | +13.0% | +19.6% |
| 3Y | +93.3% | +78.1% | +15.3% | +41.2% |
| 5Y | +99.5% | +82.3% | +17.2% | +42.6% |
| All | +157.7% | +209.4% | -51.7% | +47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling