+21.5%
EJUL vs VT
+65.7%
-44.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | +1.2% | -0.1% | +1.3% | +1.3% |
| 30D | +3.6% | -0.7% | +4.3% | +3.9% |
| 3M | +2.4% | +4.0% | -1.5% | +0.4% |
| 6M | +6.0% | +12.3% | -6.3% | -0.3% |
| YTD | +7.2% | +14.0% | -6.8% | -0.1% |
| 1Y | +11.5% | +20.3% | -8.8% | +1.0% |
| 3Y | +39.7% | +75.4% | -35.8% | +3.0% |
| 5Y | +21.5% | +66.0% | -44.5% | -8.7% |
| All | +21.5% | +65.7% | -44.2% | -8.7% |
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