-41.1%
ECOR vs VT
+64.2%
-105.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +3.1% |
| 7D | -0.2% | -2.0% | +1.8% | +1.8% |
| 30D | +0.8% | -1.4% | +2.2% | +2.2% |
| 3M | -7.5% | +4.7% | -12.2% | -11.7% |
| 6M | +41.4% | +11.4% | +30.0% | +28.1% |
| YTD | +104.9% | +13.1% | +91.8% | +84.3% |
| 1Y | +87.2% | +19.0% | +68.1% | +61.5% |
| 3Y | +61.5% | +73.9% | -12.4% | +4.1% |
| All | -41.1% | +64.2% | -105.3% | -54.0% |
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