+361.8%
VRT vs EIX
+8.4%
+353.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.5% | +5.9% | +3.8% |
| 7D | -21.4% | +1.0% | -22.3% | -21.5% |
| 30D | -25.8% | +9.1% | -34.9% | -26.8% |
| 3M | -33.5% | -10.2% | -23.3% | -33.2% |
| 6M | -49.0% | -11.2% | -37.8% | -49.2% |
| YTD | +12.9% | +4.5% | +8.5% | +8.5% |
| 1Y | 0.0% | +10.9% | -10.9% | -5.4% |
| 3Y | +361.8% | +8.4% | +353.4% | +339.7% |
| All | +361.8% | +8.4% | +353.4% | +339.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 3y: compounded portfolio wealth divided by compounded EIX 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…
3y analysis · Full analysis span regression · 6 months rolling