+16.7%
ECON vs VT
+12.5%
+4.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.1% |
| 7D | -1.0% | -0.1% | -0.8% | -0.8% |
| 30D | -9.1% | -3.1% | -6.0% | -4.2% |
| 3M | -6.2% | -3.5% | -2.7% | -0.4% |
| 6M | -8.3% | +0.5% | -8.7% | -8.0% |
| YTD | +16.9% | +10.8% | +6.1% | +3.9% |
| 1Y | +16.7% | +11.9% | +4.8% | +2.8% |
| All | +16.7% | +12.5% | +4.2% | +2.8% |
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