+370.1%
EC price history and return analytics
+224.4%
+145.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -1.1% |
| 7D | -3.9% | -0.7% | -3.2% | -3.3% |
| 30D | -11.2% | -1.7% | -9.5% | -9.8% |
| 3M | -10.1% | -2.3% | -7.7% | -8.3% |
| 6M | +19.6% | +1.5% | +18.1% | +15.9% |
| YTD | +60.3% | +12.0% | +48.2% | +35.7% |
| 1Y | +57.9% | +12.9% | +45.0% | +32.2% |
| 3Y | +84.7% | +74.9% | +9.7% | -13.4% |
| 5Y | +97.1% | +59.9% | +37.2% | +2.9% |
| 10Y | +370.1% | +224.6% | +145.5% | +1.5% |
| All | +370.1% | +224.4% | +145.7% | +1.5% |
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