+794.3%
EWT vs VEU
+188.7%
+605.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.9% |
| 7D | +2.1% | +0.3% | +1.8% | +1.8% |
| 30D | +9.4% | +0.7% | +8.7% | +8.7% |
| 3M | +10.9% | +4.7% | +6.2% | +6.9% |
| 6M | +57.9% | +11.6% | +46.3% | +44.2% |
| YTD | +75.9% | +16.8% | +59.1% | +54.4% |
| 1Y | +89.7% | +24.9% | +64.8% | +56.8% |
| 3Y | +200.9% | +75.7% | +125.1% | +83.9% |
| 5Y | +154.5% | +56.1% | +98.4% | +73.0% |
| 10Y | +520.8% | +153.6% | +367.2% | +172.2% |
| All | +794.3% | +188.7% | +605.6% | +249.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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