-37.6%
ETOR vs VT
+35.9%
-73.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | +4.6% | +0.4% | +4.2% | +3.9% |
| 30D | -10.1% | +1.0% | -11.1% | -11.4% |
| 3M | -18.1% | +2.4% | -20.5% | -20.9% |
| 6M | -0.5% | +12.0% | -12.5% | -16.9% |
| YTD | -7.6% | +15.3% | -22.9% | -27.7% |
| 1Y | -29.7% | +22.6% | -52.2% | -50.7% |
| All | -37.6% | +35.9% | -73.4% | -62.1% |
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 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