+35.7%
EE vs VT
+68.1%
-32.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.1% | +7.1% | +6.6% |
| 7D | +0.8% | -4.2% | +5.0% | +4.2% |
| 30D | +2.1% | -5.8% | +7.9% | +7.3% |
| 3M | -8.0% | -5.2% | -2.7% | -4.1% |
| 6M | -0.1% | +0.1% | -0.3% | -1.6% |
| YTD | +26.9% | +8.2% | +18.6% | +16.2% |
| 1Y | +35.6% | +10.1% | +25.5% | +22.1% |
| 3Y | +135.8% | +69.7% | +66.1% | +34.8% |
| All | +35.7% | +68.1% | -32.4% | -24.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling