+85.3%
ECPG vs VT
+57.0%
+28.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -4.1% | +2.4% | -6.4% | -5.9% |
| 30D | +8.6% | -1.5% | +10.1% | +9.0% |
| 3M | +8.1% | -4.1% | +12.2% | +11.3% |
| 6M | +38.6% | +0.6% | +38.0% | +36.3% |
| YTD | +101.5% | +11.0% | +90.4% | +80.3% |
| 1Y | +124.2% | +13.3% | +110.9% | +96.9% |
| 3Y | +163.8% | +73.4% | +90.4% | +70.1% |
| All | +85.3% | +57.0% | +28.3% | +19.4% |
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