-6.5%
ETY vs VT
+11.9%
-18.4%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | +2.6% | +2.9% | -0.3% | +0.2% |
| 30D | -3.9% | -2.5% | -1.4% | -2.0% |
| 3M | -5.7% | -3.3% | -2.3% | -3.1% |
| 6M | -4.7% | +1.5% | -6.2% | -6.0% |
| YTD | -5.0% | +11.4% | -16.4% | -14.9% |
| 1Y | -6.5% | +11.9% | -18.4% | -16.7% |
| All | -6.5% | +11.9% | -18.4% | -16.7% |
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