+127.3%
EWQ price history and return analytics
+357.8%
-230.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.4% |
| 7D | +1.0% | +2.9% | -1.9% | -2.2% |
| 30D | +5.3% | -2.5% | +7.8% | +8.1% |
| 3M | -7.8% | -3.3% | -4.4% | -4.5% |
| 6M | -0.5% | +1.5% | -2.1% | -2.6% |
| YTD | -0.3% | +11.4% | -11.6% | -11.9% |
| 1Y | -0.1% | +11.9% | -12.0% | -12.3% |
| 3Y | +33.8% | +73.9% | -40.1% | -29.1% |
| 5Y | +29.5% | +57.9% | -28.4% | -23.5% |
| 10Y | +142.2% | +222.6% | -80.4% | -37.6% |
| All | +127.3% | +357.8% | -230.6% | -59.9% |
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