+34.8%
EWN vs VT
+53.4%
-18.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | 0.0% |
| 7D | -1.5% | -2.3% | +0.8% | +1.4% |
| 30D | -5.0% | -5.0% | -0.1% | +1.2% |
| 3M | -7.5% | -4.9% | -2.6% | -1.5% |
| 6M | -2.8% | -1.5% | -1.3% | -0.7% |
| YTD | +12.2% | +8.5% | +3.7% | +2.0% |
| 1Y | +14.6% | +11.4% | +3.3% | +0.9% |
| 3Y | +76.5% | +70.1% | +6.4% | -9.8% |
| All | +34.8% | +53.4% | -18.6% | -21.8% |
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