+55.9%
VZ vs EWJ
+56.7%
-0.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.1% | -5.0% | +7.2% | +2.1% |
| 30D | +1.4% | -10.2% | +11.6% | +1.2% |
| 3M | -1.3% | -7.2% | +6.0% | -1.4% |
| 6M | -0.5% | -3.2% | +2.7% | -0.9% |
| YTD | +19.6% | +9.9% | +9.7% | +18.0% |
| 1Y | +22.4% | +11.0% | +11.4% | +20.6% |
| 3Y | +55.9% | +57.3% | -1.4% | +49.4% |
| All | +55.9% | +56.7% | -0.8% | +49.4% |
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