-93.7%
EYPT vs VT
+74.4%
-168.1%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | -0.5% | +12.7% | +12.9% |
| 7D | +1.0% | -0.1% | +1.2% | +1.4% |
| 30D | -88.1% | -3.1% | -85.1% | -87.7% |
| 3M | -96.9% | -3.5% | -93.4% | -96.8% |
| 6M | -97.0% | +0.5% | -97.5% | -97.1% |
| YTD | -97.8% | +10.8% | -108.6% | -98.1% |
| 1Y | -96.4% | +11.9% | -108.3% | -97.0% |
| 3Y | -93.7% | +73.0% | -166.7% | -82.4% |
| All | -93.7% | +74.4% | -168.1% | -82.4% |
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