+28.1%
ETR vs ROIV
+221.6%
-193.4%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +18.8% | -17.6% | +0.1% |
| 7D | +1.4% | +20.2% | -18.8% | +0.2% |
| 30D | +1.9% | +14.1% | -12.3% | +1.0% |
| 3M | +1.0% | +45.6% | -44.6% | -1.1% |
| 6M | +4.8% | +44.1% | -39.3% | +2.7% |
| YTD | +19.5% | +91.2% | -71.6% | +15.1% |
| 1Y | +28.1% | +221.3% | -193.2% | +22.5% |
| All | +28.1% | +221.6% | -193.4% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling