+189.3%
EIS price history and return analytics
+229.8%
-40.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.4% |
| 7D | -2.1% | -1.1% | -0.9% | -1.0% |
| 30D | +0.5% | -1.0% | +1.5% | +1.5% |
| 3M | -3.0% | +3.2% | -6.1% | -5.7% |
| 6M | +3.0% | +12.5% | -9.5% | -7.6% |
| YTD | +13.1% | +14.1% | -0.9% | 0.0% |
| 1Y | +29.6% | +18.9% | +10.7% | +10.2% |
| 3Y | +135.0% | +74.1% | +60.9% | +39.0% |
| 5Y | +84.2% | +66.9% | +17.3% | +13.5% |
| All | +189.3% | +229.8% | -40.5% | -2.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling