+40.9%
VTI vs ETHA
-27.9%
+68.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.4% |
| 7D | -0.9% | +3.5% | -4.4% | -1.3% |
| 30D | -1.4% | +35.3% | -36.8% | -5.1% |
| 3M | +3.6% | +50.9% | -47.3% | -1.8% |
| 6M | +13.6% | +22.1% | -8.5% | +10.1% |
| YTD | +12.9% | -14.6% | +27.5% | +13.4% |
| 1Y | +17.2% | -42.8% | +60.0% | +22.8% |
| All | +40.9% | -27.9% | +68.8% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ETHA.
Daily Out/Under-Performance
Portfolio return minus ETHA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETHA 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 ETHA 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