+53.3%
ETD vs VT
+66.2%
-12.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.9% | +2.9% |
| 7D | +9.1% | +0.4% | +8.6% | +8.6% |
| 30D | +9.0% | +1.0% | +8.1% | +8.0% |
| 3M | +26.5% | +2.4% | +24.2% | +23.3% |
| 6M | +18.2% | +12.0% | +6.2% | +5.3% |
| YTD | +19.5% | +15.3% | +4.1% | +3.2% |
| 1Y | -8.2% | +22.6% | -30.8% | -25.4% |
| 3Y | -0.3% | +74.7% | -75.0% | -42.6% |
| All | +53.3% | +66.2% | -12.9% | -5.1% |
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