+146.1%
EWT vs VIG
+61.5%
+84.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.1% |
| 7D | -1.1% | -2.2% | +1.1% | +1.1% |
| 30D | +4.8% | -3.2% | +8.0% | +8.2% |
| 3M | +11.1% | +3.0% | +8.1% | +8.0% |
| 6M | +54.6% | +8.1% | +46.5% | +44.0% |
| YTD | +71.4% | +9.1% | +62.4% | +58.5% |
| 1Y | +82.1% | +12.6% | +69.5% | +63.7% |
| 3Y | +193.2% | +55.4% | +137.8% | +99.6% |
| 5Y | +146.1% | +62.8% | +83.3% | +60.0% |
| All | +146.1% | +61.5% | +84.6% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling