-24.8%
ETHA vs VTR
+22.5%
-47.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.5% | +3.2% | +6.2% |
| 7D | +2.1% | +10.0% | -7.9% | +4.1% |
| 30D | -10.7% | +9.6% | -20.3% | -9.0% |
| 3M | +29.0% | -1.2% | +30.2% | +29.1% |
| 6M | +2.7% | +2.8% | -0.1% | +7.0% |
| YTD | -18.7% | +17.4% | -36.0% | -7.7% |
| 1Y | -24.8% | +22.0% | -46.8% | -16.4% |
| All | -24.8% | +22.5% | -47.3% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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