+18.8%
ECON price history and return analytics
+11.9%
+6.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.2% |
| 7D | +3.0% | +2.4% | +0.6% | -0.8% |
| 30D | -4.8% | -1.5% | -3.2% | -2.3% |
| 3M | -8.5% | -4.1% | -4.4% | -1.7% |
| 6M | -7.3% | +0.6% | -7.9% | -7.2% |
| YTD | +17.5% | +11.0% | +6.5% | +4.0% |
| 1Y | +18.8% | +13.3% | +5.5% | +3.2% |
| All | +18.8% | +11.9% | +6.9% | +3.2% |
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