-14.1%
EWZS price history and return analytics
+414.9%
-429.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.3% |
| 7D | +4.2% | +1.0% | +3.2% | +3.0% |
| 30D | +5.9% | -0.2% | +6.1% | +6.2% |
| 3M | +4.1% | +4.5% | -0.4% | -1.3% |
| 6M | -4.3% | +14.1% | -18.3% | -17.5% |
| YTD | +5.9% | +14.8% | -8.9% | -9.2% |
| 1Y | +3.7% | +21.2% | -17.5% | -16.4% |
| 3Y | +10.0% | +76.6% | -66.6% | -42.8% |
| 5Y | +1.7% | +66.6% | -64.9% | -44.0% |
| 10Y | +59.6% | +222.3% | -162.7% | -56.5% |
| All | -14.1% | +414.9% | -429.0% | -85.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling