-26.5%
EIDO vs VT
+66.2%
-92.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.5% |
| 7D | +2.2% | +1.0% | +1.2% | +1.6% |
| 30D | +2.4% | -0.2% | +2.6% | +2.5% |
| 3M | +24.7% | +4.5% | +20.2% | +21.3% |
| 6M | -16.9% | +14.1% | -31.0% | -23.2% |
| YTD | -28.0% | +14.8% | -42.7% | -33.7% |
| 1Y | -22.3% | +21.2% | -43.5% | -30.8% |
| 3Y | -34.9% | +76.6% | -111.5% | -53.3% |
| 5Y | -26.5% | +66.6% | -93.1% | -46.2% |
| All | -26.5% | +66.2% | -92.7% | -46.2% |
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