+120.5%
EWG price history and return analytics
+357.8%
-237.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.2% |
| 7D | +0.1% | +2.9% | -2.7% | -2.9% |
| 30D | +3.9% | -2.5% | +6.4% | +6.7% |
| 3M | -2.4% | -3.3% | +0.9% | +1.2% |
| 6M | +4.1% | +1.5% | +2.6% | +2.2% |
| YTD | +2.7% | +11.4% | -8.6% | -8.8% |
| 1Y | +4.8% | +11.9% | -7.1% | -7.5% |
| 3Y | +72.7% | +73.9% | -1.2% | -6.9% |
| 5Y | +42.4% | +57.9% | -15.5% | -14.2% |
| 10Y | +113.2% | +222.6% | -109.4% | -42.4% |
| All | +120.5% | +357.8% | -237.4% | -61.4% |
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 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