+48.0%
EWTX price history and return analytics
+84.5%
-36.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +2.2% |
| 7D | +3.1% | -1.1% | +4.2% | +4.8% |
| 30D | +1.9% | -1.0% | +2.9% | +3.4% |
| 3M | +30.9% | +3.2% | +27.7% | +24.7% |
| 6M | +43.3% | +12.5% | +30.8% | +20.3% |
| YTD | +78.9% | +14.1% | +64.9% | +46.7% |
| 1Y | +202.7% | +18.9% | +183.8% | +133.9% |
| 3Y | +578.9% | +74.1% | +504.8% | +205.3% |
| 5Y | +175.6% | +66.9% | +108.7% | +31.8% |
| All | +48.0% | +84.5% | -36.5% | -23.6% |
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