+59.2%
EWT vs VG
+63.8%
-4.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | 0.0% |
| 7D | +9.1% | +14.0% | -4.8% | +10.5% |
| 30D | -12.2% | -1.0% | -11.2% | -12.3% |
| 3M | -9.4% | -2.7% | -6.7% | -9.5% |
| 6M | +2.7% | +1.5% | +1.2% | +4.3% |
| YTD | +53.3% | +93.7% | -40.4% | +54.3% |
| 1Y | +59.2% | +68.5% | -9.4% | +59.7% |
| All | +59.2% | +63.8% | -4.6% | +59.7% |
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