+976.8%
VRT vs EWZ
+58.3%
+918.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.4% | -8.2% | -8.8% |
| 7D | +2.4% | -0.1% | +2.5% | +2.5% |
| 30D | -2.7% | +8.2% | -10.9% | -7.3% |
| 3M | -9.2% | +13.3% | -22.5% | -15.7% |
| 6M | -0.5% | +3.6% | -4.1% | -2.6% |
| YTD | +62.3% | +21.0% | +41.4% | +46.9% |
| 1Y | +109.6% | +34.7% | +74.9% | +78.0% |
| 3Y | +573.1% | +48.3% | +524.8% | +432.8% |
| All | +976.8% | +58.3% | +918.5% | +690.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling