+53.4%
VT vs ETR
+154.5%
-101.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.6% | -3.7% |
| 7D | -4.2% | +0.3% | -4.5% | -4.2% |
| 30D | -5.8% | +6.8% | -12.6% | -7.3% |
| 3M | -5.2% | +3.8% | -9.1% | -6.1% |
| 6M | +0.1% | -5.5% | +5.6% | +1.3% |
| YTD | +8.2% | +21.5% | -13.3% | +2.4% |
| 1Y | +10.1% | +17.4% | -7.3% | +5.1% |
| 3Y | +69.7% | +147.7% | -78.0% | +29.5% |
| 5Y | +53.4% | +152.0% | -98.7% | +17.5% |
| All | +53.4% | +154.5% | -101.1% | +17.5% |
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