+250.6%
EAD price history and return analytics
+360.7%
-110.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -1.0% |
| 7D | -0.5% | -0.7% | +0.2% | -0.2% |
| 30D | +2.1% | -1.7% | +3.8% | +3.0% |
| 3M | -3.1% | -2.3% | -0.8% | -1.9% |
| 6M | -3.5% | +1.5% | -5.0% | -4.6% |
| YTD | -2.7% | +12.0% | -14.7% | -9.4% |
| 1Y | -2.9% | +12.9% | -15.7% | -10.0% |
| 3Y | +33.7% | +74.9% | -41.3% | -5.6% |
| 5Y | +8.3% | +59.9% | -51.7% | -20.1% |
| 10Y | +93.6% | +224.6% | -131.0% | -8.0% |
| All | +250.6% | +360.7% | -110.1% | +44.3% |
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 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