-93.5%
EZRA vs VT
+12.0%
-105.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.4% | -0.5% | -22.9% | -22.5% |
| 7D | -16.7% | -0.1% | -16.5% | -15.3% |
| 30D | +2.6% | -3.1% | +5.6% | +8.7% |
| 3M | -20.3% | -3.5% | -16.8% | -15.0% |
| 6M | -70.6% | +0.5% | -71.1% | -70.2% |
| YTD | -90.2% | +10.8% | -101.0% | -91.3% |
| All | -93.5% | +12.0% | -105.5% | -94.3% |
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