+151.0%
ETR vs VSH
+34.2%
+116.8%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.2% |
| 7D | +1.4% | +6.2% | -4.8% | +1.1% |
| 30D | +1.9% | -11.1% | +13.0% | +2.4% |
| 3M | +1.0% | -44.9% | +45.9% | +3.2% |
| 6M | +4.8% | +90.0% | -85.1% | -1.2% |
| YTD | +19.5% | +118.8% | -99.2% | +11.3% |
| 1Y | +28.1% | +109.0% | -80.9% | +19.5% |
| All | +151.0% | +34.2% | +116.8% | +134.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling