-84.2%
ETU vs VT
+35.1%
-119.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.8% | -4.8% |
| 7D | -24.1% | +2.4% | -26.4% | -32.4% |
| 30D | -37.6% | -1.5% | -36.1% | -33.1% |
| 3M | -3.1% | -4.1% | +1.0% | +17.4% |
| 6M | -39.2% | +0.6% | -39.7% | -38.1% |
| YTD | -72.0% | +11.0% | -83.0% | -80.3% |
| 1Y | -77.5% | +13.3% | -90.8% | -85.3% |
| All | -84.2% | +35.1% | -119.3% | -92.9% |
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