+67.9%
EET vs VT
+21.4%
+46.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +1.7% |
| 7D | +5.9% | +1.0% | +4.9% | +2.6% |
| 30D | +9.2% | -0.2% | +9.5% | +10.1% |
| 3M | +6.7% | +4.5% | +2.2% | -4.7% |
| 6M | +35.2% | +14.1% | +21.2% | -0.9% |
| YTD | +44.8% | +14.8% | +30.1% | +6.6% |
| 1Y | +67.9% | +21.2% | +46.7% | +12.3% |
| All | +67.9% | +21.4% | +46.5% | +12.3% |
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