+75.8%
VT vs ETR
+151.5%
-75.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.4% | +1.4% | -1.0% | +0.2% |
| 30D | +1.0% | +1.0% | 0.0% | +0.8% |
| 3M | +2.4% | -1.3% | +3.6% | +2.5% |
| 6M | +12.0% | +1.9% | +10.1% | +11.3% |
| YTD | +15.3% | +18.2% | -2.8% | +11.5% |
| 1Y | +22.6% | +24.7% | -2.1% | +17.3% |
| All | +75.8% | +151.5% | -75.8% | +47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling