+917.6%
EWT vs VTV
+706.8%
+210.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -1.9% |
| 7D | -1.1% | -2.1% | +1.0% | +0.8% |
| 30D | +4.8% | -1.3% | +6.1% | +6.1% |
| 3M | +11.1% | +5.6% | +5.5% | +5.7% |
| 6M | +54.6% | +12.4% | +42.2% | +39.5% |
| YTD | +71.4% | +17.6% | +53.8% | +48.4% |
| 1Y | +82.1% | +23.5% | +58.6% | +50.8% |
| 3Y | +193.2% | +67.0% | +126.2% | +84.2% |
| 5Y | +146.1% | +80.5% | +65.6% | +43.0% |
| 10Y | +505.0% | +230.6% | +274.4% | +88.3% |
| All | +917.6% | +706.8% | +210.8% | +13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling