+97.9%
EWT vs VYM
+21.4%
+76.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.5% |
| 7D | +4.0% | 0.0% | +4.0% | +4.0% |
| 30D | +10.3% | -0.5% | +10.8% | +11.2% |
| 3M | +6.1% | +3.0% | +3.1% | +1.4% |
| 6M | +56.6% | +8.2% | +48.4% | +38.5% |
| YTD | +76.6% | +15.8% | +60.8% | +44.3% |
| 1Y | +97.9% | +20.8% | +77.0% | +53.5% |
| All | +97.9% | +21.4% | +76.4% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling