+373.3%
ETR vs VT
+222.7%
+150.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +1.5% | +2.9% | -1.4% | -0.4% |
| 30D | +6.6% | -2.5% | +9.1% | +8.3% |
| 3M | +4.4% | -3.3% | +7.8% | +6.5% |
| 6M | -0.3% | +1.5% | -1.8% | -1.7% |
| YTD | +23.3% | +11.4% | +12.0% | +13.9% |
| 1Y | +18.9% | +11.9% | +6.9% | +9.4% |
| 3Y | +155.5% | +73.9% | +81.6% | +71.1% |
| 5Y | +159.9% | +57.9% | +102.0% | +84.6% |
| All | +373.3% | +222.7% | +150.6% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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