+92.5%
VRT vs EWZ
+34.0%
+58.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.4% | -8.2% | -8.5% |
| 7D | +2.4% | -0.1% | +2.5% | +2.6% |
| 30D | -2.7% | +8.2% | -10.9% | -8.6% |
| 3M | -9.2% | +13.3% | -22.5% | -17.8% |
| 6M | -0.5% | +3.6% | -4.1% | -3.0% |
| YTD | +62.3% | +21.0% | +41.4% | +51.9% |
| All | +92.5% | +34.0% | +58.4% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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