+154.8%
ETS vs VT
+11.9%
+143.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.7% |
| 7D | +5.8% | +2.9% | +3.0% | +5.9% |
| 30D | -14.2% | -2.5% | -11.7% | -15.9% |
| 3M | +29.5% | -3.3% | +32.8% | +27.1% |
| 6M | +161.7% | +1.5% | +160.2% | +160.9% |
| YTD | +193.5% | +11.4% | +182.2% | +201.3% |
| 1Y | +154.8% | +11.9% | +142.9% | +163.0% |
| All | +154.8% | +11.9% | +143.0% | +163.0% |
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