+5.1%
VUG vs EWT
+56.8%
-51.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | +2.5% | +9.1% | -6.6% | -1.2% |
| 30D | -6.3% | -12.2% | +5.9% | -1.5% |
| 3M | -6.0% | -9.4% | +3.4% | -2.6% |
| 6M | -3.5% | +2.7% | -6.2% | -5.9% |
| YTD | +3.9% | +53.3% | -49.4% | -17.4% |
| 1Y | +5.1% | +59.2% | -54.1% | -18.2% |
| All | +5.1% | +56.8% | -51.7% | -18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling