-81.3%
ETU vs VT
+21.4%
-102.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +4.0% |
| 7D | +4.3% | +1.0% | +3.3% | -0.3% |
| 30D | +61.3% | -0.2% | +61.5% | +62.8% |
| 3M | +96.6% | +4.5% | +92.1% | +57.5% |
| 6M | +27.8% | +14.1% | +13.8% | -33.8% |
| YTD | -51.6% | +14.8% | -66.4% | -74.6% |
| 1Y | -81.3% | +21.2% | -102.5% | -91.6% |
| All | -81.3% | +21.4% | -102.7% | -91.6% |
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