+43.6%
EWTX vs VT
+86.6%
-43.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +0.7% | +0.4% | +0.3% | 0.0% |
| 30D | -4.3% | +1.0% | -5.2% | -5.7% |
| 3M | +15.7% | +2.4% | +13.3% | +11.6% |
| 6M | +49.1% | +12.0% | +37.1% | +26.1% |
| YTD | +73.6% | +15.3% | +58.2% | +40.0% |
| 1Y | +194.6% | +22.6% | +172.0% | +117.3% |
| 3Y | +567.8% | +74.7% | +493.1% | +198.5% |
| 5Y | +158.4% | +66.1% | +92.2% | +22.8% |
| All | +43.6% | +86.6% | -43.0% | -27.1% |
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