-42.7%
ETHA vs VLTO
-8.3%
-34.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -2.6% |
| 7D | +0.8% | -2.3% | +3.1% | +0.9% |
| 30D | +27.9% | -0.9% | +28.8% | +27.8% |
| 3M | +38.3% | +13.8% | +24.5% | +39.6% |
| 6M | +14.0% | +2.0% | +12.0% | +15.7% |
| YTD | -17.4% | -3.2% | -14.2% | -16.9% |
| 1Y | -42.7% | -9.2% | -33.5% | -37.4% |
| All | -42.7% | -8.3% | -34.4% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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