+8.0%
EETH vs VT
+72.5%
-64.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.4% |
| 7D | -0.4% | -2.3% | +1.9% | +4.7% |
| 30D | -13.7% | -5.0% | -8.8% | -3.8% |
| 3M | +15.0% | -4.9% | +19.9% | +28.1% |
| 6M | -7.5% | -1.5% | -6.0% | -3.8% |
| YTD | -27.8% | +8.5% | -36.3% | -37.8% |
| 1Y | -35.5% | +11.4% | -46.9% | -47.2% |
| 3Y | -5.1% | +70.1% | -75.2% | -47.9% |
| All | +8.0% | +72.5% | -64.6% | -40.7% |
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 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