+57.9%
EWT vs VTV
+14.1%
+43.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.8% |
| 7D | +2.1% | -0.7% | +2.8% | +3.4% |
| 30D | +9.4% | -0.5% | +9.9% | +10.2% |
| 3M | +10.9% | +5.3% | +5.6% | -0.6% |
| 6M | +57.9% | +12.9% | +45.1% | +23.3% |
| All | +57.9% | +14.1% | +43.8% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 6mo: compounded portfolio wealth divided by compounded VTV 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…
6mo analysis · Full analysis span regression · 6 months rolling