+89.4%
EWZ price history and return analytics
+229.8%
-140.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.8% | -2.0% |
| 7D | +0.9% | -1.1% | +2.0% | +2.2% |
| 30D | +12.8% | -1.0% | +13.8% | +14.1% |
| 3M | +10.8% | +3.2% | +7.6% | +6.3% |
| 6M | +2.5% | +12.5% | -10.0% | -11.6% |
| YTD | +21.4% | +14.1% | +7.3% | +3.0% |
| 1Y | +32.8% | +18.9% | +13.9% | +7.1% |
| 3Y | +45.2% | +74.1% | -28.9% | -28.7% |
| 5Y | +63.0% | +66.9% | -3.9% | -16.7% |
| All | +89.4% | +229.8% | -140.4% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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