-89.8%
EGHT vs VT
+60.6%
-150.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.7% | +6.4% | +5.0% |
| 7D | +1.8% | -0.3% | +2.1% | +2.7% |
| 30D | +0.9% | -1.4% | +2.3% | +4.0% |
| 3M | +0.9% | -1.4% | +2.3% | +3.7% |
| 6M | -16.0% | +5.5% | -21.4% | -25.3% |
| YTD | +14.7% | +12.8% | +1.9% | -12.2% |
| 1Y | +27.7% | +15.4% | +12.3% | -6.6% |
| 3Y | -31.1% | +76.9% | -108.0% | -79.1% |
| 5Y | -89.8% | +60.4% | -150.2% | -96.2% |
| All | -89.8% | +60.6% | -150.4% | -96.2% |
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