+384.2%
ETR vs VEU
+190.9%
+193.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.4% |
| 7D | +1.4% | +1.7% | -0.3% | +0.5% |
| 30D | +1.9% | +1.0% | +0.9% | +1.3% |
| 3M | +1.0% | +5.6% | -4.6% | -2.3% |
| 6M | +4.8% | +13.7% | -8.8% | -3.0% |
| YTD | +19.5% | +17.7% | +1.8% | +8.3% |
| 1Y | +28.1% | +25.8% | +2.3% | +11.9% |
| 3Y | +151.1% | +77.1% | +74.0% | +79.8% |
| 5Y | +125.2% | +57.1% | +68.0% | +70.4% |
| 10Y | +291.1% | +149.8% | +141.3% | +125.5% |
| All | +384.2% | +190.9% | +193.2% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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