+835.2%
ETON vs VT
+169.6%
+665.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -2.2% | +0.4% | -2.7% | -2.6% |
| 30D | +27.1% | +1.0% | +26.2% | +25.9% |
| 3M | +102.2% | +2.4% | +99.9% | +97.0% |
| 6M | +233.4% | +12.0% | +221.4% | +199.0% |
| YTD | +245.7% | +15.3% | +230.3% | +200.9% |
| 1Y | +227.1% | +22.6% | +204.5% | +168.7% |
| 3Y | +1,179.0% | +74.7% | +1,104.3% | +670.7% |
| 5Y | +1,021.9% | +66.1% | +955.7% | +606.9% |
| All | +835.2% | +169.6% | +665.6% | +321.4% |
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