+11.9%
VT vs ETR
+17.8%
-5.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.1% | +2.6% | -2.7% | -0.4% |
| 30D | -3.1% | +8.7% | -11.7% | -3.9% |
| 3M | -3.5% | +6.4% | -9.9% | -4.1% |
| 6M | +0.5% | +0.7% | -0.2% | +0.3% |
| YTD | +10.8% | +23.0% | -12.3% | +5.4% |
| 1Y | +11.9% | +17.9% | -6.0% | +8.1% |
| All | +11.9% | +17.8% | -5.9% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling