+72.8%
ESCA vs VT
+11.9%
+60.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +2.1% | +2.4% | -0.3% | +0.6% |
| 30D | +13.2% | -1.5% | +14.7% | +14.3% |
| 3M | +1.8% | -4.1% | +5.9% | +4.6% |
| 6M | +16.3% | +0.6% | +15.8% | +15.7% |
| YTD | +61.5% | +11.0% | +50.5% | +49.1% |
| 1Y | +72.8% | +13.3% | +59.5% | +55.3% |
| All | +72.8% | +11.9% | +60.9% | +55.3% |
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