+0.1%
EIC vs VT
+130.4%
-130.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -1.8% | -2.3% | +0.5% | -0.5% |
| 30D | -4.2% | -5.0% | +0.7% | -1.5% |
| 3M | -14.2% | -4.9% | -9.3% | -11.8% |
| 6M | -16.7% | -1.5% | -15.2% | -16.2% |
| YTD | -20.1% | +8.5% | -28.6% | -24.3% |
| 1Y | -24.3% | +11.4% | -35.7% | -29.4% |
| 3Y | -12.0% | +70.1% | -82.1% | -37.1% |
| 5Y | -13.1% | +53.7% | -66.8% | -34.1% |
| All | +0.1% | +130.4% | -130.3% | -51.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling