-100.0%
EZRA vs VT
+80.0%
-180.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -3.1% |
| 7D | -18.3% | -0.7% | -17.6% | -17.1% |
| 30D | -2.5% | -1.7% | -0.7% | +0.3% |
| 3M | -16.9% | -2.3% | -14.6% | -14.2% |
| 6M | -68.4% | +1.5% | -69.9% | -68.4% |
| YTD | -90.4% | +12.0% | -102.5% | -91.2% |
| 1Y | -93.6% | +12.9% | -106.5% | -94.2% |
| 3Y | -99.7% | +74.9% | -174.7% | -99.8% |
| 5Y | -100.0% | +59.9% | -159.9% | -100.0% |
| All | -100.0% | +80.0% | -180.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling