-92.5%
EGHT vs VT
+66.2%
-158.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | -5.0% | +0.4% | -5.5% | -5.7% |
| 30D | -18.2% | +1.0% | -19.2% | -19.5% |
| 3M | -7.8% | +2.4% | -10.2% | -12.1% |
| 6M | -18.2% | +12.0% | -30.2% | -35.8% |
| YTD | -4.1% | +15.3% | -19.4% | -29.5% |
| 1Y | -4.1% | +22.6% | -26.6% | -37.5% |
| 3Y | -40.0% | +74.7% | -114.7% | -81.0% |
| All | -92.5% | +66.2% | -158.7% | -97.3% |
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 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