+59.3%
EWUS price history and return analytics
+226.9%
-167.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.2% |
| 7D | -3.0% | -2.0% | -1.0% | -1.1% |
| 30D | -4.3% | -1.4% | -2.9% | -3.0% |
| 3M | +5.3% | +4.7% | +0.6% | +0.7% |
| 6M | +5.8% | +11.4% | -5.6% | -4.5% |
| YTD | +5.5% | +13.1% | -7.5% | -6.1% |
| 1Y | +12.6% | +19.0% | -6.5% | -4.7% |
| 3Y | +51.1% | +73.9% | -22.9% | -11.3% |
| 5Y | +3.7% | +65.4% | -61.7% | -36.3% |
| All | +59.3% | +226.9% | -167.6% | -42.1% |
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