+32.9%
ETW vs VT
+58.5%
-25.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | +2.2% | +2.9% | -0.7% | -0.2% |
| 30D | -1.8% | -2.5% | +0.7% | +0.2% |
| 3M | -2.3% | -3.3% | +1.0% | +0.4% |
| 6M | +4.2% | +1.5% | +2.7% | +2.7% |
| YTD | +9.3% | +11.4% | -2.0% | -0.2% |
| 1Y | +11.9% | +11.9% | 0.0% | +1.7% |
| 3Y | +65.8% | +73.9% | -8.1% | +4.5% |
| 5Y | +32.9% | +57.9% | -25.0% | -11.3% |
| All | +32.9% | +58.5% | -25.7% | -11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling