+625.0%
EWT price history and return analytics
+357.8%
+267.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.3% |
| 7D | +13.2% | +2.9% | +10.4% | +10.4% |
| 30D | -14.3% | -2.5% | -11.8% | -11.7% |
| 3M | -8.4% | -3.3% | -5.1% | -4.7% |
| 6M | +3.7% | +1.5% | +2.2% | +3.9% |
| YTD | +53.1% | +11.4% | +41.7% | +41.4% |
| 1Y | +55.5% | +11.9% | +43.6% | +43.0% |
| 3Y | +155.6% | +73.9% | +81.8% | +58.5% |
| 5Y | +119.3% | +57.9% | +61.4% | +47.8% |
| 10Y | +446.2% | +222.6% | +223.5% | +88.6% |
| All | +625.0% | +357.8% | +267.1% | +93.0% |
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 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