+87.8%
EWW price history and return analytics
+59.8%
+28.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.6% |
| 7D | +1.8% | -0.7% | +2.5% | +2.2% |
| 30D | +6.1% | -1.7% | +7.9% | +7.5% |
| 3M | +1.9% | -2.3% | +4.2% | +3.8% |
| 6M | -1.7% | +1.5% | -3.2% | -3.2% |
| YTD | +13.7% | +12.0% | +1.7% | +3.4% |
| 1Y | +15.9% | +12.9% | +3.0% | +4.7% |
| 3Y | +46.4% | +74.9% | -28.5% | -7.7% |
| 5Y | +87.8% | +59.9% | +27.9% | +26.5% |
| All | +87.8% | +59.8% | +28.1% | +26.5% |
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