+148.7%
EWY vs VNQ
+7.0%
+141.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +2.9% |
| 7D | -0.1% | -1.3% | +1.2% | +0.6% |
| 30D | +7.3% | -2.6% | +9.9% | +8.8% |
| 3M | -5.1% | -2.0% | -3.1% | -4.8% |
| 6M | +42.1% | +4.3% | +37.7% | +37.1% |
| YTD | +94.1% | +9.2% | +84.9% | +82.2% |
| 1Y | +147.8% | +5.6% | +142.2% | +137.1% |
| 3Y | +222.9% | +30.8% | +192.1% | +168.7% |
| All | +148.7% | +7.0% | +141.7% | +134.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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