-20.6%
EEFT vs VT
+21.4%
-42.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.3% |
| 7D | +5.5% | +1.0% | +4.5% | +5.0% |
| 30D | -0.3% | -0.2% | 0.0% | -0.1% |
| 3M | +8.8% | +4.5% | +4.2% | +6.2% |
| 6M | -2.0% | +14.1% | -16.0% | -9.4% |
| YTD | -5.6% | +14.8% | -20.3% | -12.7% |
| 1Y | -20.6% | +21.2% | -41.8% | -28.7% |
| All | -20.6% | +21.4% | -42.0% | -28.7% |
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