-44.6%
ECHX vs VT
+9.5%
-54.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +0.2% | +9.9% | +9.4% |
| 7D | -6.5% | -2.3% | -4.2% | +1.8% |
| 30D | -11.1% | -5.0% | -6.1% | +6.8% |
| 3M | +7.0% | -4.9% | +11.9% | +29.3% |
| 6M | -55.0% | -1.5% | -53.5% | -49.7% |
| YTD | -49.0% | +8.5% | -57.5% | -55.8% |
| All | -44.6% | +9.5% | -54.0% | -54.1% |
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 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