-63.7%
EEV vs VT
+69.4%
-133.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -4.1% | +15.8% | +2.4% |
| 7D | +15.3% | -4.2% | +19.5% | +5.7% |
| 30D | +36.6% | -5.8% | +42.4% | +21.0% |
| 3M | +25.9% | -5.2% | +31.1% | +14.1% |
| 6M | +15.1% | +0.1% | +14.9% | +22.5% |
| YTD | -22.6% | +8.2% | -30.9% | +0.3% |
| 1Y | -23.1% | +10.1% | -33.2% | +3.3% |
| All | -63.7% | +69.4% | -133.0% | +30.9% |
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 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