-36.1%
ETHA vs VLTO
+19.7%
-55.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.3% | -1.1% |
| 7D | -0.2% | +5.4% | -5.6% | -2.4% |
| 30D | -13.4% | +22.3% | -35.7% | -21.4% |
| 3M | +16.5% | +19.6% | -3.1% | +6.9% |
| 6M | -5.3% | +35.2% | -40.5% | -19.2% |
| YTD | -25.2% | +17.9% | -43.1% | -30.2% |
| 1Y | -32.9% | +19.5% | -52.4% | -38.8% |
| All | -36.1% | +19.7% | -55.7% | -47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling