+9.4%
ETD price history and return analytics
+221.8%
-212.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | -12.8% | +2.4% | -15.2% | -14.7% |
| 30D | -12.8% | -1.5% | -11.3% | -11.6% |
| 3M | -13.0% | -4.1% | -8.9% | -9.6% |
| 6M | +9.6% | +0.6% | +9.0% | +8.3% |
| YTD | -7.0% | +11.0% | -18.1% | -16.9% |
| 1Y | -6.4% | +13.3% | -19.7% | -18.0% |
| 3Y | -6.0% | +73.4% | -79.4% | -45.5% |
| 5Y | +12.0% | +57.4% | -45.4% | -28.5% |
| All | +9.4% | +221.8% | -212.4% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling