+3,310.4%
V vs EWT
+519.9%
+2,790.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -2.0% |
| 7D | +2.2% | -11.7% | +13.9% | +8.4% |
| 30D | +13.6% | -23.2% | +36.8% | +28.8% |
| 3M | +14.3% | -12.5% | +26.8% | +20.6% |
| 6M | +33.1% | -5.9% | +39.0% | +31.7% |
| YTD | +21.2% | +40.5% | -19.2% | -5.0% |
| 1Y | +26.4% | +43.7% | -17.3% | -2.5% |
| 3Y | +77.6% | +136.6% | -59.0% | -1.4% |
| 5Y | +102.6% | +105.1% | -2.5% | +21.7% |
| 10Y | +464.4% | +387.0% | +77.5% | +102.2% |
| All | +3,310.4% | +519.9% | +2,790.5% | +824.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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