+301.0%
ETR price history and return analytics
+355.4%
-54.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +2.6% | -0.1% | +2.7% | +2.6% |
| 30D | +8.7% | -3.1% | +11.7% | +10.6% |
| 3M | +6.4% | -3.5% | +9.9% | +8.5% |
| 6M | +0.7% | +0.5% | +0.2% | 0.0% |
| YTD | +23.0% | +10.8% | +12.3% | +14.8% |
| 1Y | +17.9% | +11.9% | +6.0% | +9.3% |
| 3Y | +154.9% | +73.0% | +81.9% | +79.2% |
| 5Y | +157.3% | +58.6% | +98.7% | +88.6% |
| 10Y | +373.4% | +219.2% | +154.2% | +124.3% |
| All | +301.0% | +355.4% | -54.5% | +32.1% |
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