+1,142.3%
VST vs EWJ
+127.4%
+1,014.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | 0.0% |
| 7D | +10.9% | -1.9% | +12.8% | +13.0% |
| 30D | -15.6% | -5.3% | -10.3% | -11.1% |
| 3M | -7.8% | -4.3% | -3.4% | -3.9% |
| 6M | -12.0% | +0.4% | -12.4% | -12.2% |
| YTD | -16.9% | +14.7% | -31.6% | -26.8% |
| 1Y | -25.1% | +14.7% | -39.8% | -34.0% |
| 3Y | +297.1% | +66.2% | +230.9% | +155.9% |
| 5Y | +641.9% | +50.2% | +591.7% | +413.7% |
| 10Y | +1,142.3% | +127.1% | +1,015.2% | +520.7% |
| All | +1,142.3% | +127.4% | +1,014.9% | +520.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling