+869.7%
ET vs VEU
+192.1%
+677.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | -0.1% |
| 7D | +0.9% | +1.1% | -0.3% | 0.0% |
| 30D | +7.5% | +2.2% | +5.3% | +5.6% |
| 3M | +11.4% | +3.0% | +8.4% | +8.1% |
| 6M | +18.5% | +10.9% | +7.7% | +7.6% |
| YTD | +37.4% | +18.2% | +19.2% | +18.2% |
| 1Y | +30.9% | +28.3% | +2.7% | +5.4% |
| 3Y | +98.7% | +74.6% | +24.1% | +24.5% |
| 5Y | +230.7% | +56.4% | +174.3% | +125.1% |
| 10Y | +175.6% | +153.0% | +22.6% | +34.6% |
| All | +869.7% | +192.1% | +677.6% | +274.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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