-29.3%
ETHA vs VEU
+49.6%
-78.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +2.2% |
| 7D | -2.4% | -1.9% | -0.5% | +1.0% |
| 30D | +30.9% | -0.7% | +31.6% | +32.6% |
| 3M | +51.1% | +4.9% | +46.3% | +38.2% |
| 6M | +20.5% | +9.8% | +10.7% | +1.0% |
| YTD | -17.3% | +15.3% | -32.6% | -36.8% |
| 1Y | -43.2% | +23.0% | -66.3% | -61.3% |
| All | -29.3% | +49.6% | -78.9% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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