-28.7%
EWV vs VT
+11.9%
-40.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -1.3% |
| 7D | -7.8% | +2.4% | -10.2% | -1.6% |
| 30D | +8.0% | -1.5% | +9.5% | +5.5% |
| 3M | +13.9% | -4.1% | +18.0% | +4.6% |
| 6M | -0.8% | +0.6% | -1.3% | +6.0% |
| YTD | -27.8% | +11.0% | -38.9% | +4.3% |
| 1Y | -28.7% | +13.3% | -42.1% | +8.3% |
| All | -28.7% | +11.9% | -40.6% | +8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling