+72.3%
ECG price history and return analytics
+35.1%
+37.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.6% | +7.6% | +4.9% |
| 7D | -18.0% | +0.4% | -18.4% | -19.5% |
| 30D | -31.0% | -2.6% | -28.4% | -27.5% |
| 3M | -38.3% | -3.2% | -35.1% | -34.0% |
| 6M | -48.3% | +0.9% | -49.2% | -48.7% |
| YTD | -1.3% | +11.3% | -12.6% | -18.0% |
| 1Y | -13.7% | +14.0% | -27.7% | -30.7% |
| All | +72.3% | +35.1% | +37.2% | +9.3% |
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