+154.5%
EWT price history and return analytics
+65.7%
+88.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.9% |
| 7D | +2.1% | -0.1% | +2.3% | +2.3% |
| 30D | +9.4% | -0.7% | +10.0% | +10.2% |
| 3M | +10.9% | +4.0% | +6.9% | +6.8% |
| 6M | +57.9% | +12.3% | +45.7% | +41.2% |
| YTD | +75.9% | +14.0% | +61.9% | +55.1% |
| 1Y | +89.7% | +20.3% | +69.4% | +58.8% |
| 3Y | +200.9% | +75.4% | +125.4% | +77.6% |
| 5Y | +154.5% | +66.0% | +88.5% | +57.8% |
| All | +154.5% | +65.7% | +88.8% | +57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling