+22.1%
ETHA vs ITOT
+13.5%
+8.6%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +1.7% |
| 7D | +3.5% | -0.9% | +4.4% | +5.2% |
| 30D | +35.3% | -1.5% | +36.8% | +38.9% |
| 3M | +50.9% | +3.6% | +47.3% | +40.0% |
| 6M | +22.1% | +13.7% | +8.4% | -3.3% |
| All | +22.1% | +13.5% | +8.6% | -3.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling