+1,616.5%
ETON vs VT
+74.5%
+1,542.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.6% | -9.5% | -9.6% |
| 7D | +30.3% | +2.9% | +27.4% | +27.3% |
| 30D | +15.2% | -2.5% | +17.7% | +18.2% |
| 3M | +47.8% | -3.3% | +51.1% | +52.5% |
| 6M | +106.8% | +1.5% | +105.3% | +102.5% |
| YTD | +263.4% | +11.4% | +252.0% | +220.7% |
| 1Y | +251.9% | +11.9% | +240.0% | +209.1% |
| All | +1,616.5% | +74.5% | +1,542.0% | +692.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling