+170.9%
ETR vs VLTO
+56.4%
+114.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.2% |
| 7D | +1.2% | +1.0% | +0.2% | +1.0% |
| 30D | +7.0% | +17.5% | -10.5% | +4.6% |
| 3M | +4.6% | +21.4% | -16.8% | +1.8% |
| 6M | +0.1% | +38.1% | -38.0% | -4.5% |
| YTD | +23.2% | +19.0% | +4.2% | +20.0% |
| 1Y | +20.6% | +20.7% | -0.1% | +17.1% |
| 3Y | +156.3% | +64.3% | +92.0% | +144.2% |
| All | +170.9% | +56.4% | +114.5% | +158.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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