+177.8%
EURL vs VT
+214.8%
-37.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.1% | -1.9% | +5.6% |
| 7D | +0.6% | -4.2% | +4.8% | +13.6% |
| 30D | +4.7% | -5.8% | +10.5% | +24.0% |
| 3M | -13.7% | -5.2% | -8.4% | +0.9% |
| 6M | +1.6% | +0.1% | +1.5% | +3.0% |
| YTD | +7.8% | +8.2% | -0.5% | -9.3% |
| 1Y | +23.5% | +10.1% | +13.4% | -0.8% |
| 3Y | +164.9% | +69.7% | +95.2% | -33.7% |
| 5Y | +22.5% | +53.4% | -30.9% | -50.1% |
| All | +177.8% | +214.8% | -37.0% | -78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling