+96.8%
ET vs VO
+57.7%
+39.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +0.4% | +0.6% | -0.2% | 0.0% |
| 30D | +6.9% | -1.1% | +7.9% | +7.6% |
| 3M | +13.1% | +4.5% | +8.5% | +9.4% |
| 6M | +18.7% | +11.1% | +7.7% | +9.8% |
| YTD | +37.4% | +13.5% | +23.9% | +24.7% |
| 1Y | +34.8% | +14.5% | +20.3% | +21.1% |
| 3Y | +96.8% | +58.1% | +38.7% | +42.5% |
| All | +96.8% | +57.7% | +39.1% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling