+52.2%
ECBK vs VT
+84.1%
-31.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +0.4% | -2.3% | +2.7% | +1.6% |
| 30D | +2.5% | -5.0% | +7.4% | +4.9% |
| 3M | +4.3% | -4.9% | +9.1% | +6.7% |
| 6M | +16.2% | -1.5% | +17.7% | +17.1% |
| YTD | +23.3% | +8.5% | +14.9% | +19.2% |
| 1Y | +26.5% | +11.4% | +15.2% | +20.9% |
| 3Y | +100.5% | +70.1% | +30.4% | +60.6% |
| All | +52.2% | +84.1% | -31.9% | +19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling