+18.9%
ETR vs VO
+13.5%
+5.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.3% |
| 7D | +1.5% | +2.9% | -1.4% | +0.2% |
| 30D | +6.6% | +1.0% | +5.6% | +6.1% |
| 3M | +4.4% | -1.7% | +6.1% | +5.0% |
| 6M | -0.3% | +6.7% | -7.0% | -3.0% |
| YTD | +23.3% | +14.0% | +9.3% | +16.3% |
| 1Y | +18.9% | +13.7% | +5.2% | +12.3% |
| All | +18.9% | +13.5% | +5.4% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling