+3,319.5%
V vs EWT
+557.7%
+2,761.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.9% |
| 7D | +0.8% | -3.7% | +4.5% | +2.1% |
| 30D | +9.9% | -17.2% | +27.1% | +19.8% |
| 3M | +17.5% | -7.3% | +24.8% | +20.2% |
| 6M | +33.5% | -1.5% | +34.9% | +28.9% |
| YTD | +21.6% | +49.0% | -27.5% | -7.7% |
| 1Y | +27.6% | +50.6% | -23.0% | -4.0% |
| 3Y | +76.4% | +148.9% | -72.5% | -4.7% |
| 5Y | +103.8% | +116.1% | -12.2% | +19.1% |
| 10Y | +455.5% | +427.8% | +27.6% | +90.7% |
| All | +3,319.5% | +557.7% | +2,761.8% | +798.2% |
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