+41.6%
EALT price history and return analytics
+76.6%
-35.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +1.9% | +2.4% | -0.4% | +0.5% |
| 30D | -1.5% | -1.5% | 0.0% | -0.6% |
| 3M | -1.8% | -4.1% | +2.3% | +0.7% |
| 6M | +2.3% | +0.6% | +1.7% | +1.7% |
| YTD | +2.7% | +11.0% | -8.4% | -4.5% |
| 1Y | +4.1% | +13.3% | -9.3% | -4.5% |
| 3Y | +38.3% | +73.4% | -35.1% | -3.8% |
| All | +41.6% | +76.6% | -35.0% | -2.9% |
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