+87.2%
EBIZ price history and return analytics
+165.2%
-78.0%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.2% |
| 7D | -3.6% | -1.1% | -2.5% | -2.3% |
| 30D | -7.4% | -1.0% | -6.4% | -6.3% |
| 3M | +4.7% | +3.2% | +1.5% | +0.6% |
| 6M | +2.4% | +12.5% | -10.1% | -11.5% |
| YTD | -12.3% | +14.1% | -26.3% | -25.4% |
| 1Y | -18.6% | +18.9% | -37.6% | -34.2% |
| 3Y | +52.7% | +74.1% | -21.4% | -20.6% |
| 5Y | -9.2% | +66.9% | -76.0% | -49.4% |
| All | +87.2% | +165.2% | -78.0% | -29.6% |
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