+67.5%
EZBC vs VT
+64.3%
+3.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.1% |
| 7D | +1.5% | +1.0% | +0.5% | +0.2% |
| 30D | +20.7% | -0.2% | +20.9% | +21.2% |
| 3M | +23.7% | +4.5% | +19.1% | +16.2% |
| 6M | +15.1% | +14.1% | +1.0% | -4.6% |
| YTD | -10.5% | +14.8% | -25.2% | -25.8% |
| 1Y | -30.2% | +21.2% | -51.4% | -46.0% |
| All | +67.5% | +64.3% | +3.2% | -16.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling