-97.7%
EYPT vs VT
+53.4%
-151.1%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.3% |
| 7D | +2.9% | -2.3% | +5.2% | +6.3% |
| 30D | -89.2% | -5.0% | -84.2% | -88.5% |
| 3M | -97.2% | -4.9% | -92.3% | -97.0% |
| 6M | -97.3% | -1.5% | -95.8% | -97.3% |
| YTD | -98.0% | +8.5% | -106.5% | -98.2% |
| 1Y | -96.8% | +11.4% | -108.1% | -97.2% |
| 3Y | -95.3% | +70.1% | -165.4% | -97.5% |
| All | -97.7% | +53.4% | -151.1% | -98.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling