-38.7%
ETHA vs VO
+14.1%
-52.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.4% |
| 7D | -12.5% | +3.1% | -15.6% | -17.6% |
| 30D | -19.8% | +2.2% | -22.0% | -22.9% |
| 3M | +3.1% | -2.5% | +5.6% | +8.8% |
| 6M | -13.8% | +7.0% | -20.7% | -24.9% |
| YTD | -34.6% | +14.0% | -48.6% | -48.9% |
| 1Y | -38.7% | +15.6% | -54.4% | -53.0% |
| All | -38.7% | +14.1% | -52.8% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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