+135.0%
EWP price history and return analytics
+355.4%
-220.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | +6.0% | -0.1% | +6.2% | +6.1% |
| 30D | +4.2% | -3.1% | +7.3% | +7.8% |
| 3M | -3.3% | -3.5% | +0.2% | +0.5% |
| 6M | +7.1% | +0.5% | +6.6% | +6.2% |
| YTD | +13.7% | +10.8% | +2.9% | +1.1% |
| 1Y | +21.2% | +11.9% | +9.3% | +6.6% |
| 3Y | +136.4% | +73.0% | +63.5% | +24.6% |
| 5Y | +151.6% | +58.6% | +93.0% | +45.4% |
| 10Y | +215.8% | +219.2% | -3.4% | -22.0% |
| All | +135.0% | +355.4% | -220.5% | -60.2% |
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