+676.0%
EWTX vs VT
+75.6%
+600.4%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +0.5% |
| 7D | +26.8% | -0.7% | +27.4% | +27.7% |
| 30D | +23.7% | -1.7% | +25.5% | +26.6% |
| 3M | +7.4% | -2.3% | +9.7% | +10.7% |
| 6M | +37.6% | +1.5% | +36.1% | +33.4% |
| YTD | +91.7% | +12.0% | +79.7% | +57.4% |
| 1Y | +121.5% | +12.9% | +108.6% | +79.8% |
| All | +676.0% | +75.6% | +600.4% | +154.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling