+191.6%
ETHE vs VT
+144.7%
+46.9%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.6% | -7.1% | -9.9% |
| 7D | -5.3% | +0.4% | -5.7% | -6.3% |
| 30D | -14.2% | -2.6% | -11.6% | -9.5% |
| 3M | +10.5% | -3.2% | +13.7% | +18.2% |
| 6M | -8.7% | +0.9% | -9.6% | -10.1% |
| YTD | -29.0% | +11.3% | -40.3% | -42.2% |
| 1Y | -39.2% | +14.0% | -53.2% | -52.8% |
| 3Y | +19.1% | +75.8% | -56.7% | -59.2% |
| 5Y | -58.2% | +57.8% | -116.0% | -79.8% |
| All | +191.6% | +144.7% | +46.9% | -86.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling