+86.8%
EAD price history and return analytics
+226.9%
-140.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | -1.1% | -2.0% | +0.9% | +0.1% |
| 30D | -0.7% | -1.4% | +0.7% | +0.1% |
| 3M | +0.8% | +4.7% | -4.0% | -2.2% |
| 6M | -0.6% | +11.4% | -12.0% | -7.2% |
| YTD | -0.3% | +13.1% | -13.3% | -7.8% |
| 1Y | -2.2% | +19.0% | -21.2% | -12.5% |
| 3Y | +33.4% | +73.9% | -40.6% | -7.2% |
| 5Y | +11.0% | +65.4% | -54.4% | -21.0% |
| All | +86.8% | +226.9% | -140.0% | -16.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling