+82.9%
ECON vs VT
+75.0%
+8.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +2.0% | +0.4% | +1.6% | +1.5% |
| 30D | +5.1% | +1.0% | +4.1% | +4.0% |
| 3M | -0.5% | +2.4% | -2.9% | -2.6% |
| 6M | +21.0% | +12.0% | +9.0% | +9.1% |
| YTD | +32.6% | +15.3% | +17.3% | +16.7% |
| 1Y | +49.1% | +22.6% | +26.5% | +24.9% |
| All | +82.9% | +75.0% | +8.0% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling