-100.0%
EZRA vs VT
+77.9%
-177.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.4% | -0.5% | -22.9% | -22.9% |
| 7D | -16.7% | -0.1% | -16.5% | -15.7% |
| 30D | +2.6% | -3.1% | +5.6% | +6.9% |
| 3M | -20.3% | -3.5% | -16.8% | -16.6% |
| 6M | -70.6% | +0.5% | -71.1% | -70.2% |
| YTD | -90.2% | +10.8% | -101.0% | -90.9% |
| 1Y | -93.9% | +11.9% | -105.8% | -94.4% |
| 3Y | -99.7% | +73.0% | -172.7% | -99.8% |
| 5Y | -100.0% | +58.6% | -158.6% | -100.0% |
| All | -100.0% | +77.9% | -177.9% | -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