+84.1%
EWZ vs VOO
+314.0%
-230.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.5% | +2.6% |
| 7D | +5.6% | +0.5% | +5.0% | +5.0% |
| 30D | +9.3% | -0.9% | +10.2% | +10.3% |
| 3M | +15.7% | +3.9% | +11.8% | +10.9% |
| 6M | +7.4% | +14.5% | -7.1% | -7.0% |
| YTD | +22.7% | +13.0% | +9.7% | +7.8% |
| 1Y | +36.4% | +19.4% | +17.0% | +13.0% |
| 3Y | +50.4% | +78.9% | -28.5% | -21.4% |
| 5Y | +67.6% | +82.3% | -14.6% | -16.7% |
| 10Y | +84.1% | +314.2% | -230.2% | -70.9% |
| All | +84.1% | +314.0% | -230.0% | -70.9% |
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