+35.5%
EAPR vs VT
+83.5%
-48.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.3% | +0.4% | +0.8% | +1.0% |
| 30D | +3.7% | +1.0% | +2.7% | +3.2% |
| 3M | +3.6% | +2.4% | +1.3% | +2.5% |
| 6M | +13.6% | +12.0% | +1.6% | +7.7% |
| YTD | +14.9% | +15.3% | -0.5% | +7.4% |
| 1Y | +19.4% | +22.6% | -3.2% | +8.3% |
| 3Y | +38.4% | +74.7% | -36.3% | +5.9% |
| 5Y | +34.9% | +66.1% | -31.3% | +4.3% |
| All | +35.5% | +83.5% | -48.0% | +0.9% |
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