+139.6%
EWL price history and return analytics
+226.9%
-87.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.1% |
| 7D | -5.0% | -2.0% | -3.0% | -3.5% |
| 30D | -5.8% | -1.4% | -4.4% | -4.8% |
| 3M | +0.5% | +4.7% | -4.3% | -3.1% |
| 6M | +1.9% | +11.4% | -9.5% | -6.3% |
| YTD | +2.3% | +13.1% | -10.7% | -7.0% |
| 1Y | +10.3% | +19.0% | -8.7% | -3.7% |
| 3Y | +41.8% | +73.9% | -32.2% | -8.6% |
| 5Y | +34.7% | +65.4% | -30.7% | -10.3% |
| All | +139.6% | +226.9% | -87.2% | -8.1% |
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