+118.1%
EBC vs VT
+106.7%
+11.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.3% |
| 7D | +2.0% | -2.3% | +4.3% | +4.2% |
| 30D | +9.5% | -5.0% | +14.4% | +14.7% |
| 3M | -0.1% | -4.9% | +4.8% | +4.5% |
| 6M | +14.4% | -1.5% | +15.9% | +15.4% |
| YTD | +26.6% | +8.5% | +18.1% | +16.1% |
| 1Y | +34.2% | +11.4% | +22.8% | +20.0% |
| 3Y | +119.6% | +70.1% | +49.5% | +34.4% |
| 5Y | +20.2% | +53.7% | -33.5% | -20.4% |
| All | +118.1% | +106.7% | +11.3% | +24.1% |
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 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