-12.5%
ECG price history and return analytics
+11.9%
-24.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -0.7% |
| 7D | +20.3% | +2.9% | +17.4% | +12.7% |
| 30D | -26.4% | -2.5% | -23.8% | -21.9% |
| 3M | -37.7% | -3.3% | -34.4% | -32.2% |
| 6M | -45.3% | +1.5% | -46.9% | -47.4% |
| YTD | +1.9% | +11.4% | -9.5% | -23.8% |
| 1Y | -12.5% | +11.9% | -24.4% | -34.9% |
| All | -12.5% | +11.9% | -24.3% | -34.9% |
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