+97.9%
EWT vs VG
+14.1%
+83.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +1.8% |
| 7D | +4.0% | +1.7% | +2.3% | +4.1% |
| 30D | +10.3% | +16.0% | -5.7% | +11.6% |
| 3M | +6.1% | +9.7% | -3.6% | +7.4% |
| 6M | +56.6% | +29.6% | +27.1% | +56.4% |
| YTD | +76.6% | +112.0% | -35.4% | +67.8% |
| 1Y | +97.9% | +12.8% | +85.1% | +105.8% |
| All | +97.9% | +14.1% | +83.7% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling