+172.5%
VEA vs ETR
+364.3%
-191.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -1.0% |
| 7D | +1.9% | +1.4% | +0.4% | +1.2% |
| 30D | +0.8% | +1.9% | -1.1% | -0.1% |
| 3M | +5.7% | +1.0% | +4.7% | +4.9% |
| 6M | +13.3% | +4.8% | +8.5% | +10.0% |
| YTD | +18.4% | +19.5% | -1.1% | +8.0% |
| 1Y | +27.0% | +28.1% | -1.2% | +11.9% |
| 3Y | +79.3% | +151.1% | -71.9% | +11.1% |
| 5Y | +62.1% | +125.2% | -63.0% | +3.7% |
| 10Y | +160.3% | +291.1% | -130.9% | +13.8% |
| All | +172.5% | +364.3% | -191.8% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 all: compounded portfolio wealth divided by compounded ETR 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…
all analysis · Full analysis span regression · 6 months rolling