+296.9%
ETR price history and return analytics
+229.7%
+67.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -0.8% |
| 7D | +0.4% | -0.1% | +0.5% | +0.5% |
| 30D | +2.0% | -0.7% | +2.7% | +2.5% |
| 3M | -1.7% | +4.0% | -5.7% | -4.4% |
| 6M | +3.6% | +12.3% | -8.7% | -4.6% |
| YTD | +18.0% | +14.0% | +4.0% | +7.5% |
| 1Y | +26.2% | +20.3% | +5.9% | +10.8% |
| 3Y | +148.0% | +75.4% | +72.6% | +65.4% |
| 5Y | +126.1% | +66.0% | +60.1% | +54.7% |
| All | +296.9% | +229.7% | +67.2% | +56.6% |
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