+15.9%
EIC vs VT
+145.0%
-129.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | +0.5% | +1.0% | -0.5% | -0.1% |
| 3M | -5.7% | +2.4% | -8.0% | -7.1% |
| 6M | +4.7% | +12.0% | -7.3% | -2.3% |
| YTD | -7.5% | +15.3% | -22.9% | -15.3% |
| 1Y | -20.8% | +22.6% | -43.4% | -30.1% |
| 3Y | +3.1% | +74.7% | -71.5% | -27.3% |
| 5Y | +8.1% | +66.1% | -58.1% | -21.9% |
| All | +15.9% | +145.0% | -129.1% | -46.1% |
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