+94.5%
EET vs VT
+69.7%
+24.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +3.7% |
| 7D | -5.9% | -2.3% | -3.6% | -0.3% |
| 30D | -23.6% | -5.0% | -18.7% | -13.6% |
| 3M | -19.2% | -4.9% | -14.3% | -8.2% |
| 6M | -27.7% | -1.5% | -26.2% | -21.4% |
| YTD | +5.2% | +8.5% | -3.3% | -3.0% |
| 1Y | +7.1% | +11.4% | -4.2% | -5.8% |
| 3Y | +94.5% | +70.1% | +24.4% | -25.2% |
| All | +94.5% | +69.7% | +24.7% | -25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling