+299.7%
EWL price history and return analytics
+356.5%
-56.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +0.2% | +2.4% | -2.1% | -1.6% |
| 30D | +7.1% | -1.5% | +8.6% | +8.3% |
| 3M | +1.7% | -4.1% | +5.8% | +5.0% |
| 6M | +6.7% | +0.6% | +6.2% | +5.9% |
| YTD | +9.9% | +11.0% | -1.1% | +0.7% |
| 1Y | +14.0% | +13.3% | +0.6% | +2.7% |
| 3Y | +59.2% | +73.4% | -14.2% | +0.6% |
| 5Y | +40.0% | +57.4% | -17.5% | -4.9% |
| 10Y | +171.2% | +221.7% | -50.5% | +0.7% |
| All | +299.7% | +356.5% | -56.8% | 0.0% |
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