+108.9%
ECON vs VT
+431.7%
-322.8%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.1% |
| 3M | -0.5% | +2.4% | -2.9% | -2.3% |
| 6M | +21.0% | +12.0% | +9.0% | +9.4% |
| YTD | +32.6% | +15.3% | +17.3% | +16.7% |
| 1Y | +49.1% | +22.6% | +26.5% | +23.9% |
| 3Y | +80.8% | +74.7% | +6.1% | +6.0% |
| 5Y | +47.9% | +66.1% | -18.3% | -9.5% |
| 10Y | +61.4% | +225.0% | -163.6% | -50.7% |
| All | +108.9% | +431.7% | -322.8% | -59.9% |
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