-16.9%
ECVT price history and return analytics
+158.4%
-175.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.2% | +6.7% |
| 7D | -0.6% | -4.2% | +3.6% | +4.0% |
| 30D | -1.8% | -5.8% | +4.0% | +4.7% |
| 3M | -11.1% | -5.2% | -5.8% | -6.1% |
| 6M | -30.9% | +0.1% | -31.0% | -31.8% |
| YTD | +4.6% | +8.2% | -3.6% | -6.3% |
| 1Y | +20.3% | +10.1% | +10.2% | +5.7% |
| 3Y | +8.1% | +69.7% | -61.6% | -41.4% |
| 5Y | -16.7% | +53.4% | -70.1% | -49.2% |
| All | -16.9% | +158.4% | -175.4% | -69.8% |
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