-98.2%
EWV price history and return analytics
+356.5%
-454.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -1.0% |
| 7D | -7.8% | +2.4% | -10.2% | -4.0% |
| 30D | +8.0% | -1.5% | +9.5% | +6.7% |
| 3M | +13.9% | -4.1% | +18.0% | +8.5% |
| 6M | -0.8% | +0.6% | -1.3% | +4.3% |
| YTD | -27.8% | +11.0% | -38.9% | -8.1% |
| 1Y | -28.7% | +13.3% | -42.1% | -5.8% |
| 3Y | -65.3% | +73.4% | -138.7% | -0.2% |
| 5Y | -59.4% | +57.4% | -116.9% | +15.0% |
| 10Y | -87.8% | +221.7% | -309.5% | +42.9% |
| All | -98.2% | +356.5% | -454.7% | -1.0% |
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