+103.6%
ECPG vs VT
+66.2%
+37.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.7% | +0.4% | -2.1% | -2.0% |
| 30D | +5.0% | +1.0% | +4.0% | +4.2% |
| 3M | +20.7% | +2.4% | +18.3% | +18.1% |
| 6M | +31.9% | +12.0% | +19.9% | +18.7% |
| YTD | +79.0% | +15.3% | +63.7% | +56.6% |
| 1Y | +132.2% | +22.6% | +109.6% | +92.1% |
| 3Y | +105.1% | +74.7% | +30.5% | +32.0% |
| All | +103.6% | +66.2% | +37.4% | +30.1% |
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