-24.8%
ETHA vs VLTO
+18.3%
-43.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.6% | +5.1% | +5.8% |
| 7D | +2.1% | +13.8% | -11.7% | +3.3% |
| 30D | -10.7% | +21.2% | -31.9% | -9.6% |
| 3M | +29.0% | +21.5% | +7.5% | +30.4% |
| 6M | +2.7% | +33.0% | -30.3% | +6.3% |
| YTD | -18.7% | +17.8% | -36.4% | -18.0% |
| 1Y | -24.8% | +18.1% | -43.0% | -23.8% |
| All | -24.8% | +18.3% | -43.2% | -23.8% |
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