+44.4%
EUDG vs VT
+75.0%
-30.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.2% | +0.4% | -0.7% | -0.6% |
| 30D | -0.5% | +1.0% | -1.5% | -1.3% |
| 3M | +4.6% | +2.4% | +2.2% | +2.5% |
| 6M | +5.3% | +12.0% | -6.7% | -4.0% |
| YTD | +8.3% | +15.3% | -7.1% | -3.4% |
| 1Y | +16.8% | +22.6% | -5.8% | -0.5% |
| All | +44.4% | +75.0% | -30.6% | -9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling