-80.5%
ETU vs VT
+23.4%
-103.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.0% | +10.2% | +6.3% |
| 7D | +0.8% | +0.1% | +0.7% | +0.6% |
| 30D | +73.8% | +0.8% | +73.0% | +66.8% |
| 3M | +74.6% | +2.8% | +71.9% | +58.3% |
| 6M | +31.0% | +13.0% | +18.0% | -25.5% |
| YTD | -49.9% | +15.4% | -65.3% | -74.2% |
| All | -80.5% | +23.4% | -103.8% | -91.3% |
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