-100.0%
EZRA vs VT
+57.4%
-157.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.7% | +2.6% | +21.1% | +21.2% |
| 7D | +19.2% | +0.4% | +18.8% | +19.7% |
| 30D | +33.8% | -2.6% | +36.4% | +38.5% |
| 3M | +2.4% | -3.2% | +5.6% | +6.6% |
| 6M | -61.6% | +0.9% | -62.6% | -61.4% |
| YTD | -87.2% | +11.3% | -98.5% | -88.2% |
| 1Y | -92.3% | +14.0% | -106.3% | -93.0% |
| 3Y | -99.7% | +75.8% | -175.6% | -99.8% |
| 5Y | -100.0% | +57.8% | -157.8% | -100.0% |
| All | -100.0% | +57.4% | -157.4% | -100.0% |
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