+85.7%
ECON price history and return analytics
+413.2%
-327.4%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +0.7% |
| 7D | -0.1% | +0.4% | -0.5% | -0.4% |
| 30D | -8.3% | -2.6% | -5.7% | -5.7% |
| 3M | -6.3% | -3.2% | -3.0% | -2.9% |
| 6M | -7.5% | +0.9% | -8.4% | -7.5% |
| YTD | +17.9% | +11.3% | +6.6% | +7.7% |
| 1Y | +20.1% | +14.0% | +6.1% | +7.2% |
| 3Y | +66.9% | +75.8% | -9.0% | -2.5% |
| 5Y | +34.1% | +57.8% | -23.7% | -13.4% |
| 10Y | +53.3% | +219.8% | -166.5% | -52.4% |
| All | +85.7% | +413.2% | -327.4% | -63.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling