+165.3%
EWC price history and return analytics
+355.4%
-190.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.7% |
| 7D | +0.1% | -0.1% | +0.3% | +0.2% |
| 30D | +2.1% | -3.1% | +5.2% | +5.1% |
| 3M | -2.0% | -3.5% | +1.5% | +1.3% |
| 6M | +4.3% | +0.5% | +3.8% | +3.5% |
| YTD | +12.3% | +10.8% | +1.5% | +1.6% |
| 1Y | +20.1% | +11.9% | +8.2% | +7.6% |
| 3Y | +91.6% | +73.0% | +18.6% | +13.2% |
| 5Y | +68.9% | +58.6% | +10.3% | +8.1% |
| 10Y | +193.1% | +219.2% | -26.1% | -3.2% |
| All | +165.3% | +355.4% | -190.1% | -41.2% |
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