+788.7%
EWT vs VCIT
+98.3%
+690.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +4.0% | -0.3% | +4.3% | +4.2% |
| 30D | +10.3% | -0.8% | +11.1% | +10.8% |
| 3M | +6.1% | -1.0% | +7.1% | +6.7% |
| 6M | +56.6% | -1.8% | +58.5% | +58.4% |
| YTD | +76.6% | -0.7% | +77.3% | +77.6% |
| 1Y | +97.9% | +1.0% | +96.9% | +97.4% |
| 3Y | +198.0% | +18.8% | +179.1% | +176.5% |
| 5Y | +151.8% | +3.5% | +148.3% | +140.9% |
| 10Y | +514.1% | +29.2% | +484.9% | +484.2% |
| All | +788.7% | +98.3% | +690.4% | +1,030.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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