+904.6%
ETON vs VT
+53.4%
+851.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +0.2% | +19.5% | +19.6% |
| 7D | +8.2% | -2.3% | +10.5% | +10.5% |
| 30D | +2.9% | -5.0% | +7.8% | +7.4% |
| 3M | +22.3% | -4.9% | +27.1% | +27.3% |
| 6M | +87.3% | -1.5% | +88.8% | +88.4% |
| YTD | +233.9% | +8.5% | +225.4% | +207.5% |
| 1Y | +195.0% | +11.4% | +183.6% | +165.3% |
| 3Y | +1,180.3% | +70.1% | +1,110.2% | +712.7% |
| All | +904.6% | +53.4% | +851.2% | +688.1% |
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 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