+2.2%
ECH vs VT
+10.7%
-8.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | +1.6% |
| 7D | -0.3% | -4.2% | +3.9% | +4.8% |
| 30D | -7.6% | -5.8% | -1.8% | -0.8% |
| 3M | -13.6% | -5.2% | -8.4% | -7.9% |
| 6M | -11.3% | +0.1% | -11.4% | -11.9% |
| YTD | -11.0% | +8.2% | -19.2% | -17.9% |
| 1Y | +2.2% | +10.1% | -7.9% | -7.0% |
| All | +2.2% | +10.7% | -8.5% | -7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling