+201.0%
ET vs VT
+53.4%
+147.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | -7.9% | -2.3% | -5.6% | -6.6% |
| 30D | -5.9% | -5.0% | -1.0% | -2.9% |
| 3M | -5.2% | -4.9% | -0.4% | -2.4% |
| 6M | +0.3% | -1.5% | +1.8% | +0.4% |
| YTD | +23.1% | +8.5% | +14.6% | +14.0% |
| 1Y | +22.7% | +11.4% | +11.4% | +11.2% |
| 3Y | +75.4% | +70.1% | +5.3% | +13.5% |
| All | +201.0% | +53.4% | +147.6% | +106.3% |
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 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