+290.1%
ETR vs VO
+200.3%
+89.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.9% |
| 7D | -1.8% | -1.5% | -0.3% | -0.8% |
| 30D | -1.8% | -3.0% | +1.3% | +0.2% |
| 3M | -3.6% | +2.8% | -6.4% | -5.4% |
| 6M | +2.6% | +10.9% | -8.3% | -4.5% |
| YTD | +16.0% | +12.5% | +3.6% | +6.9% |
| 1Y | +20.1% | +12.0% | +8.2% | +11.0% |
| 3Y | +143.6% | +56.3% | +87.3% | +77.8% |
| 5Y | +124.4% | +42.9% | +81.4% | +70.6% |
| All | +290.1% | +200.3% | +89.8% | +69.0% |
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