+159.2%
ECPG vs VT
+69.7%
+89.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.2% | -9.8% | -9.8% |
| 7D | +14.2% | -2.3% | +16.5% | +15.4% |
| 30D | +15.0% | -5.0% | +19.9% | +20.5% |
| 3M | +16.6% | -4.9% | +21.5% | +22.2% |
| 6M | +35.5% | -1.5% | +37.0% | +34.9% |
| YTD | +110.0% | +8.5% | +101.5% | +81.1% |
| 1Y | +141.7% | +11.4% | +130.3% | +100.1% |
| 3Y | +159.2% | +70.1% | +89.1% | +7.5% |
| All | +159.2% | +69.7% | +89.4% | +7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling