+100.6%
EINC price history and return analytics
+74.0%
+26.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +5.3% | +2.4% | +3.0% | +4.4% |
| 30D | 0.0% | -1.5% | +1.5% | +0.5% |
| 3M | -1.8% | -4.1% | +2.4% | -0.2% |
| 6M | -0.4% | +0.6% | -1.0% | -1.2% |
| YTD | +25.5% | +11.0% | +14.5% | +17.6% |
| 1Y | +29.0% | +13.3% | +15.7% | +19.2% |
| 3Y | +100.6% | +73.4% | +27.2% | +39.7% |
| All | +100.6% | +74.0% | +26.6% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling