+132.5%
EC price history and return analytics
+441.7%
-309.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | +1.5% |
| 7D | -10.1% | -4.2% | -5.9% | -6.5% |
| 30D | -8.4% | -5.8% | -2.6% | -3.3% |
| 3M | -5.2% | -5.2% | +0.1% | -0.8% |
| 6M | +9.4% | +0.1% | +9.3% | +8.0% |
| YTD | +62.8% | +8.2% | +54.6% | +47.5% |
| 1Y | +72.4% | +10.1% | +62.3% | +53.3% |
| 3Y | +77.9% | +69.7% | +8.2% | +2.5% |
| 5Y | +98.8% | +53.4% | +45.5% | +25.5% |
| 10Y | +344.8% | +219.2% | +125.6% | +54.6% |
| All | +132.5% | +441.7% | -309.2% | -38.4% |
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