-60.8%
EWV price history and return analytics
+65.7%
-126.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +0.7% |
| 7D | -2.2% | -0.1% | -2.1% | -2.4% |
| 30D | -1.9% | -0.7% | -1.2% | -2.8% |
| 3M | -14.5% | +4.0% | -18.5% | -6.3% |
| 6M | -25.6% | +12.3% | -37.9% | -3.7% |
| YTD | -34.7% | +14.0% | -48.7% | -12.1% |
| 1Y | -39.7% | +20.3% | -60.0% | -10.1% |
| 3Y | -67.1% | +75.4% | -142.5% | +1.6% |
| 5Y | -60.8% | +66.0% | -126.8% | +25.5% |
| All | -60.8% | +65.7% | -126.5% | +25.5% |
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 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