+140.1%
EC price history and return analytics
+66.2%
+73.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +4.5% | +0.4% | +4.1% | +4.2% |
| 30D | +5.2% | +1.0% | +4.3% | +4.4% |
| 3M | +10.3% | +2.4% | +7.9% | +8.1% |
| 6M | +56.2% | +12.0% | +44.2% | +41.8% |
| YTD | +80.7% | +15.3% | +65.4% | +60.1% |
| 1Y | +100.3% | +22.6% | +77.7% | +68.1% |
| 3Y | +121.4% | +74.7% | +46.8% | +37.2% |
| All | +140.1% | +66.2% | +73.9% | +48.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling