+29.5%
EZA vs VT
+21.4%
+8.1%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.4% |
| 7D | +2.5% | +1.0% | +1.5% | +0.8% |
| 30D | +2.4% | -0.2% | +2.6% | +2.8% |
| 3M | +12.4% | +4.5% | +7.8% | +3.9% |
| 6M | +3.3% | +14.1% | -10.7% | -17.5% |
| YTD | +5.9% | +14.8% | -8.9% | -14.7% |
| 1Y | +29.5% | +21.2% | +8.3% | -3.7% |
| All | +29.5% | +21.4% | +8.1% | -3.7% |
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