+502.6%
EWT price history and return analytics
+226.9%
+275.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -1.7% |
| 7D | -1.1% | -2.0% | +0.9% | +0.9% |
| 30D | +4.8% | -1.4% | +6.2% | +6.3% |
| 3M | +11.1% | +4.7% | +6.4% | +6.9% |
| 6M | +54.6% | +11.4% | +43.3% | +41.2% |
| YTD | +71.4% | +13.1% | +58.4% | +54.7% |
| 1Y | +82.1% | +19.0% | +63.1% | +56.9% |
| 3Y | +193.2% | +73.9% | +119.3% | +81.2% |
| 5Y | +146.1% | +65.4% | +80.7% | +58.4% |
| All | +502.6% | +226.9% | +275.7% | +98.3% |
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