+119.6%
EWT vs VG
-39.3%
+158.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +1.9% |
| 7D | +4.0% | +1.7% | +2.3% | +3.9% |
| 30D | +10.3% | +16.0% | -5.7% | +10.0% |
| 3M | +6.1% | +9.7% | -3.6% | +5.9% |
| 6M | +56.6% | +29.6% | +27.1% | +52.2% |
| YTD | +76.6% | +112.0% | -35.4% | +62.0% |
| 1Y | +97.9% | +12.8% | +85.1% | +93.5% |
| All | +119.6% | -39.3% | +158.9% | +121.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling