+372.7%
ETR vs VO
+197.6%
+175.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.2% | +3.1% | -1.9% | -0.9% |
| 30D | +7.0% | +2.2% | +4.8% | +5.4% |
| 3M | +4.6% | -2.5% | +7.1% | +6.3% |
| 6M | +0.1% | +7.0% | -6.8% | -4.4% |
| YTD | +23.2% | +14.0% | +9.2% | +12.4% |
| 1Y | +20.6% | +15.6% | +4.9% | +8.9% |
| 3Y | +156.3% | +66.2% | +90.1% | +79.3% |
| 5Y | +159.6% | +36.6% | +123.0% | +105.2% |
| All | +372.7% | +197.6% | +175.1% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling