-55.8%
ETOR vs VT
+32.0%
-87.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.1% | +5.5% | +4.8% |
| 7D | -3.1% | -0.7% | -2.4% | -1.9% |
| 30D | -8.2% | -1.7% | -6.4% | -5.4% |
| 3M | -21.6% | -2.3% | -19.3% | -18.3% |
| 6M | -40.7% | +1.5% | -42.2% | -41.7% |
| YTD | -34.6% | +12.0% | -46.6% | -46.2% |
| 1Y | -44.3% | +12.9% | -57.1% | -54.9% |
| All | -55.8% | +32.0% | -87.8% | -71.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling