-20.8%
EIC vs VT
+23.3%
-44.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.3% | +0.4% | -0.7% | -0.5% |
| 30D | +0.5% | +1.0% | -0.5% | 0.0% |
| 3M | -5.7% | +2.4% | -8.0% | -6.7% |
| 6M | +4.7% | +12.0% | -7.3% | -1.2% |
| YTD | -7.5% | +15.3% | -22.9% | -14.4% |
| 1Y | -20.8% | +22.6% | -43.4% | -29.3% |
| All | -20.8% | +23.3% | -44.2% | -29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling