+24.5%
EW vs VT
+13.0%
+11.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +1.2% |
| 7D | +12.3% | +0.4% | +11.9% | +11.8% |
| 30D | +22.9% | -2.6% | +25.5% | +24.3% |
| 3M | +16.7% | -3.2% | +19.9% | +18.5% |
| 6M | +31.0% | +0.9% | +30.0% | +29.5% |
| YTD | +22.8% | +11.3% | +11.5% | +13.4% |
| All | +24.5% | +13.0% | +11.5% | +14.1% |
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