+121.5%
EWA price history and return analytics
+229.8%
-108.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.4% |
| 7D | -3.2% | -1.1% | -2.1% | -1.9% |
| 30D | -2.1% | -1.0% | -1.1% | -1.0% |
| 3M | +2.5% | +3.2% | -0.7% | -1.2% |
| 6M | +2.3% | +12.5% | -10.1% | -10.7% |
| YTD | +13.3% | +14.1% | -0.7% | -2.6% |
| 1Y | +10.1% | +18.9% | -8.8% | -9.8% |
| 3Y | +47.0% | +74.1% | -27.1% | -22.6% |
| 5Y | +39.4% | +66.9% | -27.5% | -23.0% |
| All | +121.5% | +229.8% | -108.3% | -45.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling