+30.5%
EBF vs VT
+75.6%
-45.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.7% |
| 7D | -0.1% | -0.7% | +0.6% | +0.1% |
| 30D | -4.9% | -1.7% | -3.2% | -4.3% |
| 3M | -3.6% | -2.3% | -1.3% | -2.8% |
| 6M | +6.2% | +1.5% | +4.7% | +5.0% |
| YTD | +22.9% | +12.0% | +10.8% | +14.7% |
| 1Y | +30.6% | +12.9% | +17.7% | +21.3% |
| All | +30.5% | +75.6% | -45.1% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling