+163.6%
EWX price history and return analytics
+371.8%
-208.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | +0.3% | +1.0% | -0.7% | -0.6% |
| 30D | +2.9% | -0.2% | +3.1% | +3.1% |
| 3M | +2.5% | +4.5% | -2.0% | -1.3% |
| 6M | +12.5% | +14.1% | -1.6% | +0.4% |
| YTD | +12.8% | +14.8% | -2.0% | +0.1% |
| 1Y | +12.4% | +21.2% | -8.8% | -5.1% |
| 3Y | +46.7% | +76.6% | -29.9% | -12.0% |
| 5Y | +41.0% | +66.6% | -25.5% | -12.2% |
| 10Y | +122.1% | +222.3% | -100.2% | -25.7% |
| All | +163.6% | +371.8% | -208.2% | -39.1% |
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