+644.6%
VRT vs EWJ
+73.3%
+571.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +4.1% |
| 7D | +13.6% | +2.9% | +10.7% | +9.2% |
| 30D | +6.8% | +1.1% | +5.7% | +5.3% |
| 3M | -3.2% | +7.1% | -10.3% | -11.1% |
| 6M | +20.3% | +16.2% | +4.2% | -0.7% |
| YTD | +79.6% | +22.0% | +57.6% | +38.4% |
| 1Y | +139.0% | +26.2% | +112.8% | +75.4% |
| 3Y | +644.6% | +73.5% | +571.1% | +243.2% |
| All | +644.6% | +73.3% | +571.3% | +243.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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