+226.4%
EWY vs VO
+56.0%
+170.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +1.5% |
| 7D | +6.7% | -0.6% | +7.3% | +7.4% |
| 30D | +17.0% | -1.9% | +18.9% | +20.0% |
| 3M | +3.7% | +3.3% | +0.4% | +0.6% |
| 6M | +42.5% | +9.7% | +32.8% | +30.9% |
| YTD | +96.2% | +12.6% | +83.6% | +76.7% |
| 1Y | +160.4% | +13.6% | +146.7% | +132.5% |
| All | +226.4% | +56.0% | +170.4% | +112.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling