-62.2%
EUM price history and return analytics
+229.8%
-292.0%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -0.2% |
| 7D | +1.4% | -1.1% | +2.5% | +0.3% |
| 30D | -1.8% | -1.0% | -0.8% | -2.6% |
| 3M | -1.3% | +3.2% | -4.4% | +2.6% |
| 6M | -15.3% | +12.5% | -27.7% | -2.6% |
| YTD | -21.1% | +14.1% | -35.2% | -7.7% |
| 1Y | -24.5% | +18.9% | -43.4% | -7.6% |
| 3Y | -41.3% | +74.1% | -115.3% | +8.8% |
| 5Y | -26.4% | +66.9% | -93.2% | +37.8% |
| All | -62.2% | +229.8% | -292.0% | +84.5% |
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