-28.7%
EZET vs VT
+45.1%
-73.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +2.0% |
| 7D | +2.6% | +1.0% | +1.6% | +0.4% |
| 30D | +29.3% | -0.2% | +29.5% | +29.9% |
| 3M | +47.1% | +4.5% | +42.6% | +32.7% |
| 6M | +25.1% | +14.1% | +11.0% | -7.4% |
| YTD | -16.6% | +14.8% | -31.3% | -38.2% |
| 1Y | -42.3% | +21.2% | -63.5% | -61.5% |
| All | -28.7% | +45.1% | -73.8% | -65.9% |
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