+87.3%
ETON vs VT
-0.9%
+88.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +0.2% | +19.5% | +19.7% |
| 7D | +8.2% | -2.3% | +10.5% | +9.3% |
| 30D | +2.9% | -5.0% | +7.8% | +3.6% |
| 3M | +22.3% | -4.9% | +27.1% | +22.9% |
| 6M | +87.3% | -1.5% | +88.8% | +89.1% |
| All | +87.3% | -0.9% | +88.2% | +89.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling