+14.6%
EINC vs VT
+359.2%
-344.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.6% | +0.4% | +0.2% | +0.3% |
| 30D | +4.2% | +1.0% | +3.3% | +3.3% |
| 3M | +2.8% | +2.4% | +0.4% | +0.2% |
| 6M | +6.6% | +12.0% | -5.4% | -4.4% |
| YTD | +29.9% | +15.3% | +14.5% | +13.3% |
| 1Y | +31.7% | +22.6% | +9.1% | +8.6% |
| 3Y | +106.9% | +74.7% | +32.2% | +23.4% |
| 5Y | +179.0% | +66.1% | +112.8% | +72.3% |
| 10Y | +182.6% | +225.0% | -42.4% | -5.0% |
| All | +14.6% | +359.2% | -344.5% | -69.0% |
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 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