+60.1%
EZU vs VT
+66.2%
-6.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.4% |
| 7D | +1.1% | +1.0% | +0.1% | 0.0% |
| 30D | -1.7% | -0.2% | -1.4% | -1.4% |
| 3M | +5.2% | +4.5% | +0.7% | +0.3% |
| 6M | +13.1% | +14.1% | -0.9% | -1.4% |
| YTD | +11.7% | +14.8% | -3.0% | -3.2% |
| 1Y | +20.1% | +21.2% | -1.1% | -1.8% |
| 3Y | +75.4% | +76.6% | -1.1% | -5.1% |
| 5Y | +60.1% | +66.6% | -6.4% | -8.3% |
| All | +60.1% | +66.2% | -6.1% | -8.3% |
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 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