+18.1%
EW vs VG
+47.2%
-29.1%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -7.7% | +12.1% | +3.9% |
| 7D | +8.3% | -16.4% | +24.6% | +7.2% |
| 30D | +13.9% | -10.8% | +24.7% | +13.3% |
| 3M | +10.9% | -6.3% | +17.2% | +10.6% |
| 6M | +19.2% | -12.5% | +31.8% | +18.8% |
| YTD | +16.6% | +76.9% | -60.3% | +14.8% |
| 1Y | +18.1% | +51.8% | -33.7% | +16.9% |
| All | +18.1% | +47.2% | -29.1% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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