-55.2%
ETOR price history and return analytics
+31.1%
-86.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -2.6% |
| 7D | +3.3% | +0.4% | +3.0% | +2.7% |
| 30D | -10.0% | -2.6% | -7.4% | -6.1% |
| 3M | -33.8% | -3.2% | -30.6% | -30.1% |
| 6M | -39.2% | +0.9% | -40.2% | -39.9% |
| YTD | -33.6% | +11.3% | -44.9% | -44.9% |
| 1Y | -33.1% | +14.0% | -47.1% | -47.1% |
| All | -55.2% | +31.1% | -86.3% | -71.1% |
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