-21.7%
ECC vs VT
+66.2%
-87.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.5% | +0.4% | +0.1% | +0.3% |
| 30D | +3.2% | +1.0% | +2.2% | +2.6% |
| 3M | +0.1% | +2.4% | -2.2% | -1.2% |
| 6M | +9.6% | +12.0% | -2.4% | +2.8% |
| YTD | -20.1% | +15.3% | -35.4% | -26.2% |
| 1Y | -34.7% | +22.6% | -57.3% | -41.7% |
| 3Y | -27.7% | +74.7% | -102.4% | -45.9% |
| All | -21.7% | +66.2% | -87.9% | -42.0% |
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 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