+396.0%
ECO vs VT
+70.6%
+325.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.9% | +2.6% |
| 7D | +8.0% | +2.9% | +5.1% | +6.3% |
| 30D | -11.7% | -2.5% | -9.2% | -10.4% |
| 3M | +52.1% | -3.3% | +55.5% | +54.9% |
| 6M | +75.4% | +1.5% | +73.9% | +72.8% |
| YTD | +202.3% | +11.4% | +191.0% | +180.7% |
| 1Y | +185.3% | +11.9% | +173.4% | +163.6% |
| 3Y | +343.2% | +73.9% | +269.3% | +211.8% |
| All | +396.0% | +70.6% | +325.4% | +247.0% |
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