+55.2%
EWT vs VNQ
+14.0%
+41.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.2% | -4.4% | -1.2% |
| 7D | -10.9% | +6.8% | -17.7% | -11.0% |
| 30D | -17.7% | +10.0% | -27.7% | -18.1% |
| 3M | -5.0% | 0.0% | -5.0% | -4.7% |
| 6M | +7.4% | +4.5% | +2.9% | +5.5% |
| YTD | +52.8% | +13.9% | +38.9% | +43.1% |
| 1Y | +55.2% | +14.1% | +41.1% | +45.2% |
| All | +55.2% | +14.0% | +41.2% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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