+371.0%
ECO vs VT
+66.2%
+304.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.4% |
| 7D | -17.8% | -2.3% | -15.5% | -16.8% |
| 30D | -5.4% | -5.0% | -0.5% | -2.7% |
| 3M | +42.4% | -4.9% | +47.3% | +46.3% |
| 6M | +72.2% | -1.5% | +73.7% | +72.7% |
| YTD | +187.1% | +8.5% | +178.6% | +170.5% |
| 1Y | +189.5% | +11.4% | +178.1% | +167.5% |
| 3Y | +273.9% | +70.1% | +203.8% | +166.2% |
| All | +371.0% | +66.2% | +304.8% | +234.5% |
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