+153.3%
EWY vs V
+66.4%
+86.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +6.7% | -2.9% | +9.6% | +7.5% |
| 30D | +17.0% | +1.9% | +15.1% | +16.2% |
| 3M | +3.7% | +13.2% | -9.6% | -1.0% |
| 6M | +42.5% | +16.7% | +25.8% | +33.7% |
| YTD | +96.2% | +5.4% | +90.9% | +91.3% |
| 1Y | +160.4% | +7.7% | +152.7% | +150.6% |
| 3Y | +231.7% | +52.0% | +179.7% | +168.6% |
| 5Y | +153.3% | +67.7% | +85.5% | +89.3% |
| All | +153.3% | +66.4% | +86.9% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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