+114.3%
EWO price history and return analytics
+356.5%
-242.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +2.9% | +2.4% | +0.5% | +0.3% |
| 30D | +1.0% | -1.5% | +2.5% | +2.6% |
| 3M | -7.5% | -4.1% | -3.4% | -3.2% |
| 6M | +5.1% | +0.6% | +4.5% | +4.4% |
| YTD | +17.1% | +11.0% | +6.1% | +4.5% |
| 1Y | +29.4% | +13.3% | +16.1% | +12.8% |
| 3Y | +132.1% | +73.4% | +58.7% | +25.0% |
| 5Y | +98.1% | +57.4% | +40.7% | +18.8% |
| 10Y | +254.0% | +221.7% | +32.3% | -6.4% |
| All | +114.3% | +356.5% | -242.2% | -62.3% |
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 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