+219.1%
EWI vs VOO
+802.4%
-583.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.3% |
| 7D | -1.6% | -2.0% | +0.4% | +0.6% |
| 30D | -3.3% | -1.7% | -1.6% | -1.5% |
| 3M | +6.1% | +4.7% | +1.3% | +0.7% |
| 6M | +15.7% | +12.6% | +3.1% | +1.5% |
| YTD | +14.5% | +11.8% | +2.8% | +1.3% |
| 1Y | +23.8% | +17.5% | +6.2% | +3.3% |
| 3Y | +117.0% | +77.0% | +40.0% | +11.7% |
| 5Y | +127.0% | +82.6% | +44.5% | +11.5% |
| 10Y | +271.5% | +320.0% | -48.4% | -43.3% |
| All | +219.1% | +802.4% | -583.3% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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