+286.5%
EWO price history and return analytics
+229.8%
+56.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.9% |
| 7D | -1.0% | -1.1% | +0.1% | +0.1% |
| 30D | +0.9% | -1.0% | +1.9% | +1.9% |
| 3M | +9.3% | +3.2% | +6.2% | +6.0% |
| 6M | +27.3% | +12.5% | +14.9% | +13.4% |
| YTD | +27.9% | +14.1% | +13.8% | +12.3% |
| 1Y | +46.8% | +18.9% | +27.9% | +23.6% |
| 3Y | +158.0% | +74.1% | +84.0% | +47.1% |
| 5Y | +123.7% | +66.9% | +56.8% | +33.3% |
| All | +286.5% | +229.8% | +56.7% | +21.3% |
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