+513.6%
EWT vs VOO
+325.3%
+188.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.1% |
| 7D | -1.1% | -0.8% | -0.4% | -0.5% |
| 30D | +4.5% | -1.1% | +5.5% | +5.4% |
| 3M | +8.3% | +3.9% | +4.4% | +5.2% |
| 6M | +54.2% | +13.6% | +40.6% | +40.0% |
| YTD | +74.6% | +12.7% | +61.9% | +59.7% |
| 1Y | +84.9% | +17.6% | +67.3% | +63.8% |
| 3Y | +197.5% | +77.3% | +120.2% | +92.0% |
| 5Y | +150.6% | +84.1% | +66.5% | +56.1% |
| All | +513.6% | +325.3% | +188.3% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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