+76.8%
ECON vs VT
+399.0%
-322.2%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.1% | -1.4% | -1.5% |
| 7D | -7.6% | -4.2% | -3.4% | -3.5% |
| 30D | -15.0% | -5.8% | -9.2% | -9.7% |
| 3M | -11.1% | -5.2% | -5.8% | -6.0% |
| 6M | -7.9% | +0.1% | -8.0% | -7.1% |
| YTD | +12.2% | +8.2% | +4.0% | +5.4% |
| 1Y | +12.1% | +10.1% | +2.0% | +3.6% |
| 3Y | +58.2% | +69.7% | -11.4% | -4.2% |
| 5Y | +27.8% | +53.4% | -25.6% | -15.1% |
| 10Y | +47.5% | +219.2% | -171.7% | -54.2% |
| All | +76.8% | +399.0% | -322.2% | -63.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling