+266.0%
EZPW vs VT
+53.4%
+212.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +1.6% | -2.3% | +3.9% | +3.2% |
| 30D | -6.2% | -5.0% | -1.3% | -2.9% |
| 3M | -2.2% | -4.9% | +2.7% | +1.3% |
| 6M | -14.6% | -1.5% | -13.1% | -13.3% |
| YTD | +47.0% | +8.5% | +38.5% | +41.0% |
| 1Y | +62.1% | +11.4% | +50.8% | +53.2% |
| 3Y | +235.9% | +70.1% | +165.8% | +141.0% |
| All | +266.0% | +53.4% | +212.6% | +171.1% |
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