+62.1%
EZPW vs VT
+10.5%
+51.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.9% |
| 7D | +1.6% | -2.3% | +3.9% | +4.3% |
| 30D | -6.2% | -5.0% | -1.3% | -0.3% |
| 3M | -2.2% | -4.9% | +2.7% | +4.0% |
| 6M | -14.6% | -1.5% | -13.1% | -12.6% |
| YTD | +47.0% | +8.5% | +38.5% | +37.6% |
| 1Y | +62.1% | +11.4% | +50.8% | +47.5% |
| All | +62.1% | +10.5% | +51.6% | +47.5% |
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