+102.4%
EWJV vs VT
+66.2%
+36.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +2.5% | +1.0% | +1.5% | +1.7% |
| 30D | +2.2% | -0.2% | +2.4% | +2.4% |
| 3M | +10.6% | +4.5% | +6.0% | +6.9% |
| 6M | +17.7% | +14.1% | +3.6% | +6.7% |
| YTD | +25.2% | +14.8% | +10.4% | +13.0% |
| 1Y | +31.0% | +21.2% | +9.8% | +13.7% |
| 3Y | +94.6% | +76.6% | +18.1% | +31.6% |
| 5Y | +102.4% | +66.6% | +35.8% | +41.0% |
| All | +102.4% | +66.2% | +36.2% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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