+1,884.6%
EW price history and return analytics
+346.0%
+1,538.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | +11.0% | -2.3% | +13.3% | +12.8% |
| 30D | +19.1% | -5.0% | +24.0% | +23.3% |
| 3M | +14.4% | -4.9% | +19.2% | +18.2% |
| 6M | +22.8% | -1.5% | +24.3% | +23.5% |
| YTD | +19.8% | +8.5% | +11.3% | +12.3% |
| 1Y | +23.9% | +11.4% | +12.5% | +14.0% |
| 3Y | +52.2% | +70.1% | -17.9% | +2.4% |
| 5Y | -13.9% | +53.7% | -67.6% | -37.4% |
| 10Y | +241.9% | +220.0% | +21.9% | +57.1% |
| All | +1,884.6% | +346.0% | +1,538.6% | +609.1% |
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