+27.8%
ECON vs VT
+53.2%
-25.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.1% | -1.4% | -1.6% |
| 7D | -7.6% | -4.2% | -3.4% | -3.6% |
| 30D | -15.0% | -5.8% | -9.2% | -9.8% |
| 3M | -11.0% | -5.2% | -5.8% | -6.1% |
| 6M | -7.8% | +0.1% | -8.0% | -6.9% |
| YTD | +12.3% | +8.2% | +4.0% | +6.3% |
| 1Y | +12.1% | +10.1% | +2.0% | +4.7% |
| 3Y | +58.2% | +69.7% | -11.4% | +3.0% |
| 5Y | +27.8% | +53.4% | -25.6% | -8.4% |
| All | +27.8% | +53.2% | -25.4% | -8.4% |
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