+222.9%
EWY vs VIG
+55.8%
+167.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +2.3% |
| 7D | -0.1% | -1.1% | +1.0% | +1.4% |
| 30D | +7.3% | -2.7% | +10.1% | +11.2% |
| 3M | -5.1% | +2.5% | -7.7% | -8.2% |
| 6M | +42.1% | +9.2% | +32.8% | +28.2% |
| YTD | +94.1% | +9.8% | +84.3% | +74.7% |
| 1Y | +147.8% | +12.4% | +135.4% | +117.8% |
| 3Y | +222.9% | +55.9% | +167.0% | +83.7% |
| All | +222.9% | +55.8% | +167.1% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling