-84.7%
ETHD vs VT
+44.5%
-129.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +5.5% |
| 7D | +28.8% | +2.4% | +26.5% | +41.0% |
| 30D | +46.3% | -1.5% | +47.8% | +39.3% |
| 3M | -23.3% | -4.1% | -19.2% | -34.3% |
| 6M | -9.8% | +0.6% | -10.3% | +0.7% |
| YTD | -3.1% | +11.0% | -14.2% | +90.1% |
| 1Y | -6.7% | +13.3% | -20.0% | +105.0% |
| All | -84.7% | +44.5% | -129.2% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling