+81.8%
EIS price history and return analytics
+63.7%
+18.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.4% |
| 7D | -3.0% | -2.0% | -1.0% | -1.0% |
| 30D | +0.6% | -1.4% | +2.0% | +2.1% |
| 3M | +1.1% | +4.7% | -3.6% | -3.2% |
| 6M | +0.9% | +11.4% | -10.5% | -9.0% |
| YTD | +11.7% | +13.1% | -1.4% | -0.9% |
| 1Y | +27.6% | +19.0% | +8.5% | +7.6% |
| 3Y | +137.4% | +73.9% | +63.5% | +36.8% |
| 5Y | +81.8% | +65.4% | +16.4% | +11.2% |
| All | +81.8% | +63.7% | +18.2% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling