+760.6%
EWT vs VOO
+812.0%
-51.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | +1.6% | +0.5% | +1.1% | +1.1% |
| 30D | +8.2% | -0.9% | +9.1% | +9.1% |
| 3M | +11.1% | +3.9% | +7.2% | +7.8% |
| 6M | +60.4% | +14.5% | +45.9% | +43.8% |
| YTD | +75.6% | +13.0% | +62.6% | +59.5% |
| 1Y | +91.3% | +19.4% | +71.9% | +65.9% |
| 3Y | +200.3% | +78.9% | +121.4% | +85.6% |
| 5Y | +156.4% | +82.3% | +74.1% | +54.5% |
| 10Y | +495.8% | +314.2% | +181.6% | +66.0% |
| All | +760.6% | +812.0% | -51.4% | +11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling