-39.6%
EEFT vs VT
+57.0%
-96.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.8% |
| 7D | +0.3% | +2.4% | -2.0% | -2.5% |
| 30D | +11.5% | -1.5% | +13.0% | +13.0% |
| 3M | -4.2% | -4.1% | -0.1% | +0.3% |
| 6M | +1.8% | +0.6% | +1.2% | +0.1% |
| YTD | -6.6% | +11.0% | -17.6% | -19.4% |
| 1Y | +1.3% | +13.3% | -12.1% | -15.0% |
| 3Y | -10.9% | +73.4% | -84.3% | -57.2% |
| All | -39.6% | +57.0% | -96.6% | -66.9% |
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