+73.9%
VT vs ET
+84.4%
-10.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | +2.9% | +3.0% | -0.2% | +2.1% |
| 30D | -2.5% | -3.5% | +0.9% | -1.7% |
| 3M | -3.3% | -5.6% | +2.3% | -2.1% |
| 6M | +1.5% | +0.5% | +1.0% | +1.0% |
| YTD | +11.4% | +26.3% | -15.0% | +2.1% |
| 1Y | +11.9% | +25.7% | -13.8% | +2.7% |
| All | +73.9% | +84.4% | -10.5% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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