-63.6%
ECX vs VT
+13.3%
-76.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.1% | +0.5% |
| 7D | +11.9% | -0.7% | +12.6% | +12.1% |
| 30D | -9.7% | -1.7% | -8.0% | -8.7% |
| 3M | -24.3% | -2.3% | -22.0% | -22.9% |
| 6M | -27.1% | +1.5% | -28.6% | -29.9% |
| YTD | -54.2% | +12.0% | -66.3% | -63.6% |
| 1Y | -63.6% | +12.9% | -76.4% | -71.7% |
| All | -63.6% | +13.3% | -76.8% | -71.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling