+64.6%
EZBC price history and return analytics
+61.8%
+2.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -0.2% |
| 7D | -5.7% | -2.0% | -3.7% | -3.0% |
| 30D | +21.4% | -1.4% | +22.8% | +23.9% |
| 3M | +24.5% | +4.7% | +19.8% | +16.7% |
| 6M | +9.9% | +11.4% | -1.5% | -5.8% |
| YTD | -12.0% | +13.1% | -25.1% | -25.5% |
| 1Y | -32.3% | +19.0% | -51.4% | -46.3% |
| All | +64.6% | +61.8% | +2.8% | -16.0% |
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