-51.3%
EEV vs VT
+53.4%
-104.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -3.7% |
| 7D | +5.1% | -2.3% | +7.5% | +1.1% |
| 30D | +27.7% | -5.0% | +32.6% | +16.9% |
| 3M | +17.9% | -4.9% | +22.8% | +9.1% |
| 6M | +18.1% | -1.5% | +19.6% | +21.5% |
| YTD | -25.9% | +8.5% | -34.3% | -4.7% |
| 1Y | -27.4% | +11.4% | -38.8% | -1.7% |
| 3Y | -65.2% | +70.1% | -135.3% | +10.8% |
| All | -51.3% | +53.4% | -104.7% | +53.2% |
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 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