-77.4%
EBS price history and return analytics
+229.8%
-307.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +4.8% |
| 7D | +0.3% | -1.1% | +1.4% | +2.1% |
| 30D | +36.9% | -1.0% | +37.9% | +38.9% |
| 3M | -25.7% | +3.2% | -28.9% | -29.7% |
| 6M | -23.8% | +12.5% | -36.3% | -36.6% |
| YTD | -49.6% | +14.1% | -63.7% | -58.9% |
| 1Y | -24.3% | +18.9% | -43.2% | -41.8% |
| 3Y | +47.6% | +74.1% | -26.5% | -27.7% |
| 5Y | -89.1% | +66.9% | -155.9% | -94.3% |
| All | -77.4% | +229.8% | -307.2% | -94.9% |
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 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