+69.1%
ERTH vs VT
+363.9%
-294.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +0.8% |
| 7D | +3.8% | -0.3% | +4.1% | +4.1% |
| 30D | +1.1% | -1.4% | +2.5% | +2.7% |
| 3M | -9.0% | -1.4% | -7.6% | -7.6% |
| 6M | -12.2% | +5.5% | -17.7% | -17.1% |
| YTD | -8.1% | +12.8% | -20.9% | -19.5% |
| 1Y | -7.8% | +15.4% | -23.2% | -21.2% |
| 3Y | +5.8% | +76.9% | -71.0% | -43.1% |
| 5Y | -37.1% | +60.4% | -97.5% | -62.1% |
| 10Y | +76.0% | +232.8% | -156.8% | -51.3% |
| All | +69.1% | +363.9% | -294.8% | -68.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling