+1,858.9%
EW vs VT
+345.0%
+1,514.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.1% | +5.5% | +4.4% |
| 7D | +6.8% | -4.2% | +10.9% | +9.9% |
| 30D | +16.6% | -5.8% | +22.4% | +21.5% |
| 3M | +13.3% | -5.2% | +18.6% | +17.5% |
| 6M | +21.6% | +0.1% | +21.5% | +20.8% |
| YTD | +18.3% | +8.2% | +10.0% | +11.0% |
| 1Y | +21.7% | +10.1% | +11.6% | +12.8% |
| 3Y | +50.3% | +69.7% | -19.3% | +1.3% |
| 5Y | -15.0% | +53.4% | -68.4% | -38.1% |
| 10Y | +237.5% | +219.2% | +18.2% | +55.3% |
| All | +1,858.9% | +345.0% | +1,514.0% | +601.1% |
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