+133.9%
EWK price history and return analytics
+356.5%
-222.6%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | +0.1% |
| 7D | +1.3% | +2.4% | -1.0% | -0.9% |
| 30D | +7.6% | -1.5% | +9.1% | +8.9% |
| 3M | +1.6% | -4.1% | +5.7% | +5.4% |
| 6M | +3.9% | +0.6% | +3.3% | +2.6% |
| YTD | +13.3% | +11.0% | +2.2% | +1.9% |
| 1Y | +14.1% | +13.3% | +0.8% | +0.7% |
| 3Y | +66.5% | +73.4% | -6.9% | -3.3% |
| 5Y | +41.2% | +57.4% | -16.3% | -10.5% |
| 10Y | +102.0% | +221.7% | -119.7% | -37.1% |
| All | +133.9% | +356.5% | -222.6% | -45.6% |
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