+95.1%
EBIZ vs VT
+152.3%
-57.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.4% |
| 7D | +3.0% | -2.3% | +5.4% | +5.9% |
| 30D | +5.4% | -5.0% | +10.4% | +11.7% |
| 3M | -4.0% | -4.9% | +0.9% | +1.6% |
| 6M | +3.6% | -1.5% | +5.2% | +4.7% |
| YTD | -8.6% | +8.5% | -17.1% | -17.8% |
| 1Y | -8.5% | +11.4% | -19.9% | -20.2% |
| 3Y | +65.2% | +70.1% | -4.8% | -12.0% |
| 5Y | -5.6% | +53.7% | -59.3% | -42.6% |
| All | +95.1% | +152.3% | -57.2% | -22.3% |
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