-42.1%
EZET vs VT
+40.8%
-83.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -1.8% |
| 7D | -10.5% | +2.9% | -13.3% | -16.3% |
| 30D | -19.7% | -2.5% | -17.2% | -15.1% |
| 3M | +7.2% | -3.3% | +10.5% | +15.6% |
| 6M | -12.0% | +1.5% | -13.5% | -14.8% |
| YTD | -32.3% | +11.4% | -43.7% | -46.4% |
| 1Y | -41.2% | +11.9% | -53.1% | -53.8% |
| All | -42.1% | +40.8% | -83.0% | -70.4% |
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