+153.0%
EWT vs VT
+66.2%
+86.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +4.0% | +0.4% | +3.5% | +3.4% |
| 30D | +10.3% | +1.0% | +9.3% | +9.1% |
| 3M | +6.1% | +2.4% | +3.7% | +4.1% |
| 6M | +56.6% | +12.0% | +44.6% | +40.3% |
| YTD | +76.6% | +15.3% | +61.2% | +53.7% |
| 1Y | +97.9% | +22.6% | +75.3% | +62.3% |
| 3Y | +198.0% | +74.7% | +123.3% | +76.1% |
| All | +153.0% | +66.2% | +86.8% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling