+251.7%
EAD price history and return analytics
+355.4%
-103.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | +1.9% | -3.1% | +5.0% | +3.7% |
| 3M | -2.1% | -3.5% | +1.4% | -0.1% |
| 6M | -3.1% | +0.5% | -3.6% | -3.7% |
| YTD | -2.4% | +10.8% | -13.1% | -8.5% |
| 1Y | -2.4% | +11.9% | -14.3% | -9.1% |
| 3Y | +34.1% | +73.0% | -38.9% | -4.7% |
| 5Y | +8.4% | +58.6% | -50.2% | -19.6% |
| 10Y | +92.3% | +219.2% | -126.9% | -7.7% |
| All | +251.7% | +355.4% | -103.7% | +45.7% |
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