+303.5%
EWY vs VO
+200.3%
+103.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.5% | +2.5% |
| 7D | -0.1% | -1.5% | +1.4% | +1.4% |
| 30D | +7.3% | -3.0% | +10.3% | +10.6% |
| 3M | -5.1% | +2.8% | -8.0% | -7.1% |
| 6M | +42.1% | +10.9% | +31.1% | +31.4% |
| YTD | +94.1% | +12.5% | +81.7% | +78.0% |
| 1Y | +147.8% | +12.0% | +135.9% | +128.1% |
| 3Y | +222.9% | +56.3% | +166.6% | +120.6% |
| 5Y | +150.6% | +42.9% | +107.7% | +83.7% |
| All | +303.5% | +200.3% | +103.2% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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