+76.4%
EWBC vs VT
+53.4%
+23.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.5% |
| 7D | -0.9% | -2.3% | +1.4% | +2.2% |
| 30D | +3.5% | -5.0% | +8.4% | +10.6% |
| 3M | -1.7% | -4.9% | +3.2% | +4.7% |
| 6M | +4.2% | -1.5% | +5.7% | +5.1% |
| YTD | +17.6% | +8.5% | +9.1% | +3.0% |
| 1Y | +29.4% | +11.4% | +18.1% | +9.1% |
| 3Y | +139.2% | +70.1% | +69.2% | +8.1% |
| All | +76.4% | +53.4% | +23.0% | -5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling