+44.0%
EWH price history and return analytics
+229.8%
-185.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.4% |
| 7D | -2.9% | -1.1% | -1.8% | -2.1% |
| 30D | +0.3% | -1.0% | +1.3% | +1.0% |
| 3M | +4.6% | +3.2% | +1.4% | +2.2% |
| 6M | -2.0% | +12.5% | -14.5% | -10.2% |
| YTD | +7.7% | +14.1% | -6.4% | -2.3% |
| 1Y | +7.2% | +18.9% | -11.7% | -5.6% |
| 3Y | +46.6% | +74.1% | -27.5% | -2.3% |
| 5Y | +5.3% | +66.9% | -61.6% | -28.1% |
| All | +44.0% | +229.8% | -185.8% | -43.7% |
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