+12.4%
VT vs ETR
+17.9%
-5.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.5% |
| 7D | +0.4% | +1.7% | -1.4% | +0.2% |
| 30D | -2.6% | +8.7% | -11.3% | -3.4% |
| 3M | -3.2% | +4.9% | -8.2% | -3.8% |
| 6M | +0.9% | +0.8% | +0.2% | +0.8% |
| YTD | +11.3% | +23.1% | -11.8% | +5.9% |
| All | +12.4% | +17.9% | -5.4% | +8.6% |
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