-44.1%
ETHA vs VO
+35.3%
-79.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.4% |
| 7D | -12.5% | +3.1% | -15.6% | -18.3% |
| 30D | -19.8% | +2.2% | -22.0% | -23.5% |
| 3M | +3.1% | -2.5% | +5.6% | +8.6% |
| 6M | -13.8% | +7.0% | -20.7% | -25.6% |
| YTD | -34.6% | +14.0% | -48.6% | -50.3% |
| 1Y | -38.7% | +15.6% | -54.4% | -54.9% |
| All | -44.1% | +35.3% | -79.4% | -70.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling