+31.6%
EBI vs VT
+30.8%
+0.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.3% |
| 7D | -3.0% | -2.3% | -0.7% | -0.8% |
| 30D | -2.6% | -5.0% | +2.4% | +2.1% |
| 3M | -3.5% | -4.9% | +1.4% | +1.0% |
| 6M | +2.6% | -1.5% | +4.1% | +3.7% |
| YTD | +15.0% | +8.5% | +6.6% | +5.1% |
| 1Y | +19.6% | +11.4% | +8.2% | +6.1% |
| All | +31.6% | +30.8% | +0.8% | -0.5% |
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