+5.0%
EINC vs VT
+330.9%
-325.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +0.5% |
| 7D | -9.6% | -4.2% | -5.4% | -6.5% |
| 30D | -4.6% | -5.8% | +1.2% | 0.0% |
| 3M | -4.5% | -5.2% | +0.7% | -0.5% |
| 6M | -5.8% | +0.1% | -5.9% | -7.0% |
| YTD | +19.0% | +8.2% | +10.8% | +9.1% |
| 1Y | +25.8% | +10.1% | +15.6% | +13.4% |
| 3Y | +86.0% | +69.7% | +16.4% | +13.1% |
| 5Y | +134.4% | +53.4% | +81.0% | +54.6% |
| 10Y | +164.1% | +219.2% | -55.1% | -10.3% |
| All | +5.0% | +330.9% | -325.9% | -70.2% |
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 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