-58.9%
ETS price history and return analytics
+20.9%
-79.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.1% |
| 7D | -18.2% | -0.7% | -17.5% | -19.8% |
| 30D | +0.7% | -1.7% | +2.4% | -1.8% |
| 3M | +30.9% | -2.3% | +33.2% | +28.0% |
| 6M | +155.3% | +1.5% | +153.8% | +154.6% |
| YTD | +191.5% | +12.0% | +179.5% | +213.7% |
| 1Y | +167.7% | +12.9% | +154.8% | +185.9% |
| All | -58.9% | +20.9% | -79.7% | -12.7% |
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