+37.8%
EWX price history and return analytics
+63.7%
-25.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -1.0% |
| 7D | -1.5% | -2.0% | +0.5% | 0.0% |
| 30D | +1.3% | -1.4% | +2.7% | +2.4% |
| 3M | +2.1% | +4.7% | -2.6% | -1.1% |
| 6M | +9.2% | +11.4% | -2.2% | +1.3% |
| YTD | +11.1% | +13.1% | -2.0% | +2.0% |
| 1Y | +11.0% | +19.0% | -8.0% | -1.6% |
| 3Y | +44.5% | +73.9% | -29.5% | -1.5% |
| 5Y | +37.8% | +65.4% | -27.5% | -2.6% |
| All | +37.8% | +63.7% | -25.8% | -2.6% |
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