+781.7%
ETR vs VO
+827.2%
-45.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +1.4% | -0.3% | +1.7% | +1.6% |
| 30D | +1.0% | -0.3% | +1.3% | +1.2% |
| 3M | -1.3% | +2.9% | -4.2% | -3.1% |
| 6M | +1.9% | +9.3% | -7.5% | -3.6% |
| YTD | +18.2% | +14.2% | +4.0% | +8.8% |
| 1Y | +24.7% | +15.3% | +9.4% | +14.2% |
| 3Y | +150.7% | +56.2% | +94.4% | +90.1% |
| 5Y | +127.0% | +42.4% | +84.6% | +78.8% |
| 10Y | +295.5% | +194.7% | +100.7% | +99.8% |
| All | +781.7% | +827.2% | -45.5% | +123.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling