+452.3%
EWT price history and return analytics
+221.8%
+230.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +9.1% | +2.4% | +6.8% | +6.8% |
| 30D | -12.2% | -1.5% | -10.7% | -10.3% |
| 3M | -9.4% | -4.1% | -5.3% | -4.9% |
| 6M | +2.7% | +0.6% | +2.1% | +3.8% |
| YTD | +53.3% | +11.0% | +42.2% | +41.9% |
| 1Y | +59.2% | +13.3% | +45.8% | +44.6% |
| 3Y | +157.1% | +73.4% | +83.7% | +61.2% |
| 5Y | +119.6% | +57.4% | +62.2% | +49.2% |
| All | +452.3% | +221.8% | +230.5% | +87.7% |
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