-32.5%
ETHE vs VT
+65.7%
-98.2%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.8% |
| 7D | +3.0% | -0.1% | +3.1% | +3.4% |
| 30D | +31.3% | -0.7% | +32.0% | +33.4% |
| 3M | +48.4% | +4.0% | +44.4% | +34.7% |
| 6M | +20.6% | +12.3% | +8.3% | -9.0% |
| YTD | -17.5% | +14.0% | -31.5% | -39.2% |
| 1Y | -43.2% | +20.3% | -63.5% | -62.7% |
| 3Y | +90.7% | +75.4% | +15.2% | -48.7% |
| 5Y | -32.5% | +66.0% | -98.5% | -71.5% |
| All | -32.5% | +65.7% | -98.2% | -71.5% |
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