+160.1%
EWJV vs VT
+160.5%
-0.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +3.5% | +0.4% | +3.1% | +3.2% |
| 30D | +4.8% | +1.0% | +3.9% | +4.2% |
| 3M | +8.8% | +2.4% | +6.4% | +7.1% |
| 6M | +13.4% | +12.0% | +1.4% | +5.2% |
| YTD | +25.5% | +15.3% | +10.2% | +14.3% |
| 1Y | +34.9% | +22.6% | +12.4% | +18.1% |
| 3Y | +96.6% | +74.7% | +21.9% | +38.1% |
| 5Y | +104.6% | +66.1% | +38.4% | +46.8% |
| All | +160.1% | +160.5% | -0.4% | +48.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling