+52.1%
EIPI vs VT
+48.5%
+3.6%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +3.4% | +2.4% | +1.0% | +2.5% |
| 30D | +2.0% | -1.5% | +3.5% | +2.5% |
| 3M | +1.3% | -4.1% | +5.4% | +2.8% |
| 6M | +4.1% | +0.6% | +3.6% | +3.5% |
| YTD | +19.9% | +11.0% | +8.9% | +13.3% |
| 1Y | +20.6% | +13.3% | +7.3% | +12.6% |
| All | +52.1% | +48.5% | +3.6% | +17.8% |
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