+0.1%
VT vs ETR
-5.2%
+5.3%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.6% | -4.0% |
| 7D | -4.2% | +0.3% | -4.5% | -4.2% |
| 30D | -5.8% | +6.8% | -12.6% | -5.9% |
| 3M | -5.2% | +3.8% | -9.1% | -5.4% |
| 6M | +0.1% | -5.5% | +5.6% | 0.0% |
| All | +0.1% | -5.2% | +5.3% | 0.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling