+79.1%
ETD price history and return analytics
+355.4%
-276.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -0.5% | -10.9% | -10.9% |
| 7D | -11.0% | -0.1% | -10.9% | -10.8% |
| 30D | -11.4% | -3.1% | -8.3% | -8.6% |
| 3M | -10.3% | -3.5% | -6.8% | -7.2% |
| 6M | +5.6% | +0.5% | +5.1% | +4.3% |
| YTD | -4.2% | +10.8% | -15.0% | -14.9% |
| 1Y | -5.1% | +11.9% | -17.0% | -16.6% |
| 3Y | -2.9% | +73.0% | -75.9% | -45.6% |
| 5Y | +16.5% | +58.6% | -42.1% | -28.7% |
| 10Y | +20.6% | +219.2% | -198.6% | -65.3% |
| All | +79.1% | +355.4% | -276.4% | -62.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling