-2.9%
ECAT price history and return analytics
+11.9%
-14.8%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.1% |
| 7D | -3.3% | +2.4% | -5.7% | -5.1% |
| 30D | -5.8% | -1.5% | -4.2% | -4.5% |
| 3M | -15.1% | -4.1% | -11.0% | -12.3% |
| 6M | -9.1% | +0.6% | -9.7% | -9.3% |
| YTD | -1.0% | +11.0% | -12.0% | -9.5% |
| 1Y | -2.9% | +13.3% | -16.3% | -13.1% |
| All | -2.9% | +11.9% | -14.8% | -13.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling