+160.7%
ETS vs VT
+11.9%
+148.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | +19.7% | +2.4% | +17.3% | +19.7% |
| 30D | -23.2% | -1.5% | -21.7% | -24.1% |
| 3M | +36.4% | -4.1% | +40.6% | +33.6% |
| 6M | +163.5% | +0.6% | +163.0% | +162.2% |
| YTD | +195.5% | +11.0% | +184.5% | +204.7% |
| 1Y | +160.7% | +13.3% | +147.4% | +170.0% |
| All | +160.7% | +11.9% | +148.8% | +170.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling