+293.2%
EWY vs VCIT
+29.0%
+264.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.6% | +0.7% |
| 7D | +8.0% | +0.1% | +7.9% | +7.9% |
| 30D | +14.3% | -0.8% | +15.1% | +15.4% |
| 3M | +2.3% | -0.5% | +2.8% | +3.2% |
| 6M | +49.9% | -1.4% | +51.2% | +53.3% |
| YTD | +95.3% | -0.8% | +96.1% | +98.8% |
| 1Y | +161.7% | +0.3% | +161.4% | +163.6% |
| 3Y | +230.2% | +19.2% | +210.9% | +183.7% |
| 5Y | +148.1% | +3.6% | +144.6% | +138.8% |
| 10Y | +293.2% | +29.3% | +263.9% | +243.2% |
| All | +293.2% | +29.0% | +264.2% | +243.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 10y: compounded portfolio wealth divided by compounded VCIT 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…
10y analysis · Full analysis span regression · 6 months rolling