+452.3%
EWT vs VO
+197.6%
+254.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +9.1% | +3.1% | +6.0% | +6.7% |
| 30D | -12.2% | +2.2% | -14.4% | -13.4% |
| 3M | -9.4% | -2.5% | -6.9% | -7.2% |
| 6M | +2.7% | +7.0% | -4.3% | -1.7% |
| YTD | +53.3% | +14.0% | +39.3% | +40.5% |
| 1Y | +59.2% | +15.6% | +43.5% | +44.3% |
| 3Y | +157.1% | +66.2% | +90.9% | +80.2% |
| 5Y | +119.6% | +36.6% | +83.0% | +74.9% |
| All | +452.3% | +197.6% | +254.7% | +145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling