-98.1%
EWV price history and return analytics
+355.4%
-453.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +1.8% |
| 7D | +3.5% | -0.1% | +3.6% | +4.3% |
| 30D | +15.9% | -3.1% | +18.9% | +11.6% |
| 3M | +11.7% | -3.5% | +15.2% | +7.5% |
| 6M | +0.2% | +0.5% | -0.3% | +5.0% |
| YTD | -25.7% | +10.8% | -36.5% | -5.7% |
| 1Y | -25.4% | +11.9% | -37.3% | -3.4% |
| 3Y | -64.1% | +73.0% | -137.1% | +2.6% |
| 5Y | -59.8% | +58.6% | -118.4% | +15.3% |
| 10Y | -87.4% | +219.2% | -306.6% | +45.5% |
| All | -98.1% | +355.4% | -453.6% | +1.5% |
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