+154.3%
EWUS price history and return analytics
+362.7%
-208.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | +0.6% | -0.1% | +0.7% | +0.7% |
| 30D | +5.0% | -3.1% | +8.0% | +8.0% |
| 3M | -0.9% | -3.5% | +2.6% | +2.4% |
| 6M | +6.5% | +0.5% | +6.0% | +5.8% |
| YTD | +9.1% | +10.8% | -1.6% | -0.7% |
| 1Y | +15.2% | +11.9% | +3.3% | +3.8% |
| 3Y | +63.6% | +73.0% | -9.4% | -1.7% |
| 5Y | +13.2% | +58.6% | -45.4% | -26.4% |
| 10Y | +75.3% | +219.2% | -143.9% | -37.6% |
| All | +154.3% | +362.7% | -208.4% | -24.5% |
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