-79.2%
ETU vs VT
+32.0%
-111.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -2.3% |
| 7D | -1.3% | -2.3% | +1.0% | +10.5% |
| 30D | -27.2% | -5.0% | -22.3% | -7.4% |
| 3M | +24.3% | -4.9% | +29.2% | +58.2% |
| 6M | -26.5% | -1.5% | -25.0% | -16.9% |
| YTD | -63.1% | +8.5% | -71.6% | -70.8% |
| 1Y | -73.0% | +11.4% | -84.4% | -80.6% |
| All | -79.2% | +32.0% | -111.2% | -89.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling