+165.9%
EZA price history and return analytics
+364.8%
-198.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -1.4% |
| 7D | -3.2% | -2.0% | -1.2% | -0.6% |
| 30D | +1.4% | -1.4% | +2.8% | +3.4% |
| 3M | +12.5% | +4.7% | +7.8% | +6.1% |
| 6M | -2.7% | +11.4% | -14.1% | -14.6% |
| YTD | +3.3% | +13.1% | -9.8% | -10.8% |
| 1Y | +25.5% | +19.0% | +6.5% | +1.5% |
| 3Y | +113.5% | +73.9% | +39.5% | +4.6% |
| 5Y | +84.9% | +65.4% | +19.5% | -3.5% |
| 10Y | +109.3% | +225.4% | -116.1% | -53.5% |
| All | +165.9% | +364.8% | -198.9% | -57.8% |
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