-49.7%
ELWT vs VT
+13.3%
-62.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.1% | +3.5% | +3.6% |
| 7D | -16.5% | -0.7% | -15.8% | -15.6% |
| 30D | -37.4% | -1.7% | -35.6% | -36.3% |
| 3M | -55.8% | -2.3% | -53.5% | -54.7% |
| 6M | -59.1% | +1.5% | -60.6% | -58.8% |
| YTD | -29.0% | +12.0% | -41.0% | -29.0% |
| 1Y | -49.7% | +12.9% | -62.5% | -48.6% |
| All | -49.7% | +13.3% | -62.9% | -48.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling