+121.4%
ETR vs VIG
+63.0%
+58.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.9% |
| 7D | -1.8% | -1.1% | -0.7% | -1.1% |
| 30D | -1.8% | -2.7% | +1.0% | +0.1% |
| 3M | -3.6% | +2.5% | -6.1% | -5.2% |
| 6M | +2.6% | +9.2% | -6.6% | -3.4% |
| YTD | +16.0% | +9.8% | +6.2% | +8.7% |
| 1Y | +20.1% | +12.4% | +7.7% | +10.8% |
| 3Y | +143.6% | +55.9% | +87.7% | +76.7% |
| All | +121.4% | +63.0% | +58.4% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling