+171.5%
EURL vs VT
+75.0%
+96.5%
-38.8%
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 | -1.3% | +0.4% | -1.8% | -2.4% |
| 30D | -1.7% | +1.0% | -2.7% | -4.1% |
| 3M | +9.4% | +2.4% | +7.0% | +3.6% |
| 6M | +12.7% | +12.0% | +0.7% | -13.5% |
| YTD | +22.7% | +15.3% | +7.4% | -11.7% |
| 1Y | +48.9% | +22.6% | +26.3% | -8.2% |
| All | +171.5% | +75.0% | +96.5% | -33.8% |
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 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