-42.7%
ETHA vs ITOT
+20.8%
-63.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -1.8% |
| 7D | +0.8% | +0.1% | +0.7% | +0.6% |
| 30D | +27.9% | 0.0% | +27.9% | +27.6% |
| 3M | +38.3% | +2.0% | +36.4% | +32.0% |
| 6M | +14.0% | +13.0% | +0.9% | -17.7% |
| YTD | -17.4% | +14.0% | -31.4% | -41.2% |
| 1Y | -42.7% | +19.9% | -62.6% | -61.3% |
| All | -42.7% | +20.8% | -63.5% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling