-56.7%
ETOR vs VT
+30.8%
-87.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.6% |
| 7D | -2.0% | +2.4% | -4.4% | -5.5% |
| 30D | -7.8% | -1.5% | -6.3% | -5.5% |
| 3M | -22.3% | -4.1% | -18.1% | -16.5% |
| 6M | -45.5% | +0.6% | -46.1% | -45.7% |
| YTD | -36.0% | +11.0% | -47.0% | -46.6% |
| 1Y | -42.7% | +13.3% | -56.0% | -54.3% |
| All | -56.7% | +30.8% | -87.5% | -72.0% |
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