+318.7%
ECPG vs VT
+221.8%
+96.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -4.1% | +2.4% | -6.4% | -6.4% |
| 30D | +8.6% | -1.5% | +10.1% | +9.1% |
| 3M | +8.1% | -4.1% | +12.2% | +11.9% |
| 6M | +38.6% | +0.6% | +38.0% | +35.8% |
| YTD | +101.5% | +11.0% | +90.4% | +76.6% |
| 1Y | +124.2% | +13.3% | +110.9% | +92.2% |
| 3Y | +163.8% | +73.4% | +90.4% | +47.7% |
| 5Y | +85.7% | +57.4% | +28.3% | +13.6% |
| All | +318.7% | +221.8% | +96.9% | -9.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling