+398.9%
ETR vs VEU
+174.2%
+224.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +1.2% | +2.1% | -0.9% | 0.0% |
| 30D | +7.0% | -0.9% | +7.9% | +7.5% |
| 3M | +4.6% | -5.4% | +10.0% | +7.6% |
| 6M | +0.1% | -1.8% | +1.9% | +0.6% |
| YTD | +23.2% | +10.9% | +12.2% | +15.2% |
| 1Y | +20.6% | +13.6% | +7.0% | +11.3% |
| 3Y | +156.3% | +69.3% | +87.0% | +87.8% |
| 5Y | +159.6% | +48.1% | +111.5% | +103.0% |
| 10Y | +377.1% | +148.0% | +229.1% | +176.1% |
| All | +398.9% | +174.2% | +224.7% | +151.7% |
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