+29.6%
EWTX vs VT
+75.1%
-45.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.1% | +7.6% | +9.5% |
| 7D | -0.1% | -4.2% | +4.1% | +5.6% |
| 30D | -2.9% | -5.8% | +2.9% | +5.3% |
| 3M | -13.6% | -5.2% | -8.4% | -7.3% |
| 6M | +2.3% | +0.1% | +2.1% | +1.0% |
| YTD | +56.6% | +8.2% | +48.4% | +37.7% |
| 1Y | +123.8% | +10.1% | +113.7% | +92.2% |
| 3Y | +476.7% | +69.7% | +407.0% | +167.6% |
| 5Y | +95.3% | +53.4% | +42.0% | +3.6% |
| All | +29.6% | +75.1% | -45.5% | -28.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling