+36.4%
EWZ vs VUG
+14.2%
+22.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.2% |
| 7D | +5.6% | +0.9% | +4.7% | +5.0% |
| 30D | +9.3% | -1.4% | +10.7% | +10.2% |
| 3M | +15.7% | +2.3% | +13.4% | +13.8% |
| 6M | +7.4% | +15.7% | -8.2% | -3.9% |
| YTD | +22.7% | +8.6% | +14.1% | +13.3% |
| 1Y | +36.4% | +14.1% | +22.3% | +25.2% |
| All | +36.4% | +14.2% | +22.2% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling