+41.1%
EWL price history and return analytics
+59.8%
-18.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.9% |
| 7D | -2.5% | -0.7% | -1.8% | -2.1% |
| 30D | +9.1% | -1.7% | +10.8% | +10.3% |
| 3M | +1.3% | -2.3% | +3.6% | +2.9% |
| 6M | +7.3% | +1.5% | +5.8% | +5.8% |
| YTD | +10.1% | +12.0% | -1.9% | +1.0% |
| 1Y | +14.5% | +12.9% | +1.6% | +4.4% |
| 3Y | +59.5% | +74.9% | -15.5% | +3.3% |
| 5Y | +41.1% | +59.9% | -18.8% | -4.7% |
| All | +41.1% | +59.8% | -18.7% | -4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling