+52.3%
EWZ price history and return analytics
+59.8%
-7.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | 0.0% |
| 7D | +0.6% | -0.7% | +1.3% | +1.1% |
| 30D | -25.5% | -1.7% | -23.7% | -24.5% |
| 3M | -4.5% | -2.3% | -2.2% | -2.8% |
| 6M | -15.3% | +1.5% | -16.8% | -16.6% |
| YTD | +3.1% | +12.0% | -9.0% | -6.2% |
| 1Y | +1.2% | +12.9% | -11.7% | -8.5% |
| 3Y | +19.3% | +74.9% | -55.7% | -23.6% |
| 5Y | +52.3% | +59.9% | -7.7% | +5.7% |
| All | +52.3% | +59.8% | -7.5% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling