+34.1%
ECON price history and return analytics
+57.4%
-23.3%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +0.8% |
| 7D | -0.1% | +0.4% | -0.5% | -0.4% |
| 30D | -8.3% | -2.6% | -5.7% | -5.8% |
| 3M | -6.3% | -3.2% | -3.0% | -3.0% |
| 6M | -7.5% | +0.9% | -8.4% | -7.5% |
| YTD | +17.9% | +11.3% | +6.6% | +8.7% |
| 1Y | +20.1% | +14.0% | +6.1% | +8.5% |
| 3Y | +66.9% | +75.8% | -9.0% | +5.1% |
| 5Y | +34.1% | +57.8% | -23.7% | -6.5% |
| All | +34.1% | +57.4% | -23.3% | -6.5% |
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