+50.3%
EWZ vs VOO
+317.9%
-267.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.4% | -0.5% |
| 7D | +1.4% | +0.1% | +1.3% | +1.2% |
| 30D | -25.1% | -3.3% | -21.8% | -22.7% |
| 3M | -7.7% | -2.4% | -5.3% | -5.7% |
| 6M | -15.8% | +2.6% | -18.4% | -18.5% |
| YTD | +3.6% | +11.3% | -7.7% | -7.7% |
| 1Y | +5.5% | +13.4% | -8.0% | -7.9% |
| 3Y | +22.1% | +80.3% | -58.2% | -36.7% |
| 5Y | +58.3% | +72.7% | -14.4% | -15.5% |
| 10Y | +50.3% | +310.0% | -259.8% | -75.2% |
| All | +50.3% | +317.9% | -267.6% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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