-41.6%
ETOR price history and return analytics
+34.4%
-76.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | -0.3% |
| 7D | -6.5% | -1.1% | -5.4% | -4.8% |
| 30D | +6.6% | -1.0% | +7.6% | +8.5% |
| 3M | -22.2% | +3.2% | -25.4% | -25.7% |
| 6M | -1.8% | +12.5% | -14.3% | -18.9% |
| YTD | -13.6% | +14.1% | -27.7% | -31.1% |
| 1Y | -31.6% | +18.9% | -50.5% | -49.5% |
| All | -41.6% | +34.4% | -76.0% | -63.9% |
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