-90.1%
EGHT vs VT
+53.2%
-143.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.6% | +7.0% |
| 7D | -0.9% | -4.2% | +3.3% | +7.1% |
| 30D | +3.7% | -5.8% | +9.5% | +15.6% |
| 3M | -2.6% | -5.2% | +2.6% | +7.2% |
| 6M | -18.5% | +0.1% | -18.6% | -20.6% |
| YTD | +14.2% | +8.2% | +6.0% | -6.1% |
| 1Y | +2.3% | +10.1% | -7.9% | -18.9% |
| 3Y | -31.4% | +69.7% | -101.1% | -77.6% |
| 5Y | -90.1% | +53.4% | -143.5% | -96.0% |
| All | -90.1% | +53.2% | -143.3% | -96.0% |
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