+94.2%
EBIZ vs VT
+168.2%
-74.0%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.0% | +0.4% | -3.5% | -3.5% |
| 30D | -5.8% | +1.0% | -6.7% | -6.9% |
| 3M | +6.6% | +2.4% | +4.2% | +3.2% |
| 6M | +5.7% | +12.0% | -6.4% | -8.3% |
| YTD | -9.0% | +15.3% | -24.3% | -23.7% |
| 1Y | -12.5% | +22.6% | -35.0% | -31.7% |
| 3Y | +53.5% | +74.7% | -21.2% | -20.5% |
| 5Y | -7.7% | +66.1% | -73.9% | -48.5% |
| All | +94.2% | +168.2% | -74.0% | -27.9% |
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