+222.9%
EWY vs VTV
+67.6%
+155.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +2.3% |
| 7D | -0.1% | -1.1% | +1.0% | +1.4% |
| 30D | +7.3% | -1.0% | +8.3% | +8.8% |
| 3M | -5.1% | +4.6% | -9.8% | -10.3% |
| 6M | +42.1% | +13.5% | +28.5% | +23.3% |
| YTD | +94.1% | +18.5% | +75.6% | +62.4% |
| 1Y | +147.8% | +22.9% | +124.9% | +100.0% |
| 3Y | +222.9% | +67.8% | +155.1% | +79.3% |
| All | +222.9% | +67.6% | +155.3% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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