+86.1%
EAD vs VT
+224.5%
-138.3%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.3% | +0.4% | -0.8% | -0.6% |
| 30D | +0.4% | +1.0% | -0.6% | -0.2% |
| 3M | +0.6% | +2.4% | -1.8% | -1.0% |
| 6M | -1.3% | +12.0% | -13.3% | -8.2% |
| YTD | +0.2% | +15.3% | -15.1% | -8.5% |
| 1Y | -1.6% | +22.6% | -24.1% | -13.6% |
| 3Y | +33.4% | +74.7% | -41.3% | -7.3% |
| 5Y | +11.9% | +66.1% | -54.3% | -20.5% |
| All | +86.1% | +224.5% | -138.3% | -16.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling