+116.6%
EWTX vs VOO
+14.7%
+101.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -2.5% |
| 7D | -7.3% | -0.7% | -6.6% | -6.4% |
| 30D | -6.9% | -1.1% | -5.8% | -5.6% |
| 3M | -16.0% | -0.3% | -15.7% | -15.8% |
| 6M | +19.3% | +7.4% | +12.0% | +8.2% |
| YTD | +51.2% | +13.4% | +37.9% | +24.6% |
| 1Y | +116.6% | +14.8% | +101.8% | +73.9% |
| All | +116.6% | +14.7% | +101.9% | +73.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling