-56.6%
ECC vs VT
+57.5%
-114.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.4% |
| 7D | -14.9% | -0.1% | -14.7% | -14.6% |
| 30D | -26.1% | -3.1% | -23.1% | -24.6% |
| 3M | -39.1% | -3.5% | -35.6% | -37.8% |
| 6M | -42.2% | +0.5% | -42.6% | -42.2% |
| YTD | -52.7% | +10.8% | -63.5% | -55.2% |
| 1Y | -53.7% | +11.9% | -65.6% | -56.4% |
| 3Y | -55.3% | +73.0% | -128.2% | -66.1% |
| 5Y | -56.6% | +58.6% | -115.3% | -67.1% |
| All | -56.6% | +57.5% | -114.2% | -67.1% |
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