+72.5%
EE price history and return analytics
+21.4%
+51.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | +0.7% | +1.0% | -0.3% | +0.2% |
| 30D | +13.0% | -0.2% | +13.2% | +13.1% |
| 3M | +23.7% | +4.5% | +19.2% | +20.2% |
| 6M | +10.0% | +14.1% | -4.1% | +0.2% |
| YTD | +41.1% | +14.8% | +26.3% | +29.1% |
| 1Y | +72.5% | +21.2% | +51.3% | +55.8% |
| All | +72.5% | +21.4% | +51.1% | +55.8% |
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 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