+23.4%
ETHO vs VT
+53.4%
-30.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.4% |
| 7D | -2.8% | -2.3% | -0.4% | -0.1% |
| 30D | -3.1% | -5.0% | +1.9% | +2.7% |
| 3M | -5.2% | -4.9% | -0.3% | +0.3% |
| 6M | +3.9% | -1.5% | +5.5% | +5.5% |
| YTD | +19.0% | +8.5% | +10.5% | +8.1% |
| 1Y | +23.0% | +11.4% | +11.7% | +8.5% |
| 3Y | +62.5% | +70.1% | -7.5% | -11.0% |
| All | +23.4% | +53.4% | -30.0% | -23.7% |
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