-29.2%
ETHA vs VSH
+37.9%
-67.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.0% |
| 7D | +2.9% | +3.5% | -0.6% | +1.6% |
| 30D | +31.4% | -4.4% | +35.8% | +32.7% |
| 3M | +48.9% | -45.8% | +94.7% | +82.3% |
| 6M | +20.9% | +90.1% | -69.3% | -26.9% |
| YTD | -17.2% | +120.3% | -137.5% | -54.8% |
| 1Y | -42.8% | +112.2% | -155.0% | -68.1% |
| All | -29.2% | +37.9% | -67.1% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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