+379.7%
VRT vs EWZ
+19.5%
+360.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -4.3% |
| 7D | +10.5% | +0.8% | +9.8% | +10.2% |
| 30D | -9.3% | -24.4% | +15.0% | +1.9% |
| 3M | -29.6% | -4.6% | -25.0% | -32.7% |
| 6M | -45.4% | -11.6% | -33.8% | -45.0% |
| YTD | +24.8% | +2.4% | +22.4% | +16.4% |
| 1Y | +23.6% | +2.1% | +21.5% | +14.8% |
| 3Y | +379.7% | +18.7% | +361.0% | +278.1% |
| All | +379.7% | +19.5% | +360.2% | +278.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling