+75.0%
ECG price history and return analytics
+34.5%
+40.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.5% |
| 7D | -24.0% | -0.1% | -23.8% | -24.5% |
| 30D | -30.0% | -3.1% | -26.9% | -25.7% |
| 3M | -35.0% | -3.5% | -31.5% | -30.1% |
| 6M | -47.5% | +0.5% | -47.9% | -47.5% |
| YTD | +0.2% | +10.8% | -10.6% | -15.9% |
| 1Y | -15.0% | +11.9% | -26.9% | -29.4% |
| All | +75.0% | +34.5% | +40.5% | +12.0% |
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