+102.4%
EBMT vs VT
+229.8%
-127.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | -2.1% | -1.1% | -1.0% | -1.7% |
| 30D | -4.5% | -1.0% | -3.5% | -4.1% |
| 3M | -3.7% | +3.2% | -6.9% | -5.2% |
| 6M | +7.9% | +12.5% | -4.5% | +2.1% |
| YTD | +14.8% | +14.1% | +0.7% | +7.8% |
| 1Y | +31.2% | +18.9% | +12.3% | +20.9% |
| 3Y | +103.3% | +74.1% | +29.2% | +59.1% |
| 5Y | +20.5% | +66.9% | -46.4% | -4.3% |
| All | +102.4% | +229.8% | -127.4% | +23.6% |
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