-72.7%
ETU vs VT
+39.6%
-112.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +3.8% |
| 7D | +4.3% | +1.0% | +3.3% | +0.1% |
| 30D | +61.3% | -0.2% | +61.5% | +62.8% |
| 3M | +96.6% | +4.5% | +92.1% | +62.4% |
| 6M | +27.8% | +14.1% | +13.8% | -25.5% |
| YTD | -51.6% | +14.8% | -66.4% | -70.8% |
| 1Y | -81.3% | +21.2% | -102.5% | -90.3% |
| All | -72.7% | +39.6% | -112.3% | -89.4% |
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