+57.8%
VT vs ETR
+162.9%
-105.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.3% |
| 7D | +0.4% | +1.7% | -1.4% | 0.0% |
| 30D | -2.6% | +8.7% | -11.3% | -4.5% |
| 3M | -3.2% | +4.9% | -8.2% | -4.4% |
| 6M | +0.9% | +0.8% | +0.2% | +0.5% |
| YTD | +11.3% | +23.1% | -11.8% | +5.0% |
| 1Y | +14.0% | +17.9% | -3.9% | +8.7% |
| 3Y | +75.8% | +154.5% | -78.7% | +32.8% |
| 5Y | +57.8% | +160.3% | -102.4% | +19.0% |
| All | +57.8% | +162.9% | -105.1% | +19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling