+223.3%
EWY vs VT
+75.0%
+148.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +4.8% | +0.4% | +4.4% | +4.0% |
| 30D | +11.7% | +1.0% | +10.7% | +10.1% |
| 3M | -7.4% | +2.4% | -9.8% | -9.0% |
| 6M | +40.6% | +12.0% | +28.6% | +23.1% |
| YTD | +94.3% | +15.3% | +78.9% | +65.0% |
| 1Y | +164.3% | +22.6% | +141.7% | +109.5% |
| All | +223.3% | +75.0% | +148.3% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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