+57.8%
VT vs ET
+203.7%
-145.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.3% |
| 7D | +0.4% | -4.4% | +4.8% | +1.8% |
| 30D | -2.6% | -4.8% | +2.2% | -1.2% |
| 3M | -3.2% | -3.4% | +0.2% | -2.4% |
| 6M | +0.9% | +2.2% | -1.2% | -0.3% |
| YTD | +11.3% | +24.2% | -12.9% | +2.2% |
| 1Y | +14.0% | +24.5% | -10.5% | +4.6% |
| 3Y | +75.8% | +83.6% | -7.8% | +38.5% |
| 5Y | +57.8% | +203.4% | -145.5% | +9.1% |
| All | +57.8% | +203.7% | -145.9% | +9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling