-29.1%
EZET vs VT
+44.2%
-73.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.9% |
| 7D | +3.1% | -0.1% | +3.2% | +3.5% |
| 30D | +31.3% | -0.7% | +31.9% | +33.2% |
| 3M | +48.7% | +4.0% | +44.7% | +35.7% |
| 6M | +21.1% | +12.3% | +8.8% | -7.1% |
| YTD | -17.1% | +14.0% | -31.1% | -37.7% |
| 1Y | -42.7% | +20.3% | -63.0% | -61.2% |
| All | -29.1% | +44.2% | -73.3% | -65.6% |
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