+123.7%
EWO price history and return analytics
+63.7%
+60.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.8% |
| 7D | -0.2% | -2.0% | +1.8% | +1.8% |
| 30D | +1.7% | -1.4% | +3.1% | +3.1% |
| 3M | +14.2% | +4.7% | +9.5% | +9.2% |
| 6M | +26.8% | +11.4% | +15.4% | +14.2% |
| YTD | +27.9% | +13.1% | +14.8% | +13.6% |
| 1Y | +48.2% | +19.0% | +29.2% | +25.1% |
| 3Y | +159.8% | +73.9% | +85.8% | +48.7% |
| 5Y | +123.7% | +65.4% | +58.3% | +35.6% |
| All | +123.7% | +63.7% | +60.1% | +35.6% |
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 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