+199.8%
EWT vs VO
+56.0%
+143.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +1.1% |
| 7D | +2.1% | -0.6% | +2.7% | +2.8% |
| 30D | +9.4% | -1.9% | +11.3% | +11.7% |
| 3M | +10.9% | +3.3% | +7.6% | +7.5% |
| 6M | +57.9% | +9.7% | +48.3% | +44.6% |
| YTD | +75.9% | +12.6% | +63.3% | +57.3% |
| 1Y | +89.7% | +13.6% | +76.1% | +68.3% |
| All | +199.8% | +56.0% | +143.8% | +100.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling