+292.5%
ETR vs VT
+224.5%
+68.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.4% | +0.4% | +1.0% | +1.1% |
| 30D | +1.0% | +1.0% | 0.0% | +0.3% |
| 3M | -1.3% | +2.4% | -3.6% | -3.0% |
| 6M | +1.9% | +12.0% | -10.1% | -6.0% |
| YTD | +18.2% | +15.3% | +2.8% | +6.8% |
| 1Y | +24.7% | +22.6% | +2.1% | +8.1% |
| 3Y | +150.7% | +74.7% | +76.0% | +67.7% |
| 5Y | +127.0% | +66.1% | +60.9% | +55.3% |
| All | +292.5% | +224.5% | +68.0% | +52.1% |
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