+82.1%
EWT price history and return analytics
+18.7%
+63.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -1.0% |
| 7D | -1.1% | -2.0% | +0.9% | +2.6% |
| 30D | +4.8% | -1.4% | +6.2% | +7.6% |
| 3M | +11.1% | +4.7% | +6.4% | +3.2% |
| 6M | +54.6% | +11.4% | +43.3% | +32.2% |
| YTD | +71.4% | +13.1% | +58.4% | +43.7% |
| 1Y | +82.1% | +19.0% | +63.1% | +43.0% |
| All | +82.1% | +18.7% | +63.4% | +43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling