+75.8%
VT vs ED
+34.8%
+40.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | -0.1% |
| 7D | +0.4% | -0.2% | +0.6% | +0.4% |
| 30D | +1.0% | -0.1% | +1.1% | +1.0% |
| 3M | +2.4% | +3.9% | -1.5% | +2.6% |
| 6M | +12.0% | -3.0% | +15.0% | +11.9% |
| YTD | +15.3% | +10.7% | +4.7% | +15.6% |
| 1Y | +22.6% | +13.3% | +9.2% | +22.9% |
| All | +75.8% | +34.8% | +40.9% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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