-0.2%
EIM vs VT
+10.5%
-10.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +1.5% | -2.3% | +3.8% | +2.1% |
| 30D | +7.4% | -5.0% | +12.4% | +8.7% |
| 3M | -1.9% | -4.9% | +3.0% | -0.8% |
| 6M | -4.0% | -1.5% | -2.4% | -3.6% |
| YTD | +0.6% | +8.5% | -7.8% | -1.7% |
| 1Y | -0.2% | +11.4% | -11.5% | -3.0% |
| All | -0.2% | +10.5% | -10.7% | -3.0% |
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 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