+39.0%
ECAT vs VT
+61.4%
-22.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | -2.4% | -2.3% | -0.1% | -0.5% |
| 30D | -4.8% | -5.0% | +0.1% | -0.8% |
| 3M | -10.5% | -4.9% | -5.6% | -6.7% |
| 6M | -2.5% | -1.5% | -0.9% | -1.3% |
| YTD | +2.5% | +8.5% | -6.0% | -4.3% |
| 1Y | +2.5% | +11.4% | -8.8% | -6.2% |
| 3Y | +58.0% | +70.1% | -12.0% | +1.2% |
| 5Y | +42.5% | +53.7% | -11.2% | -6.2% |
| All | +39.0% | +61.4% | -22.4% | -9.0% |
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