+52.1%
ETS price history and return analytics
+20.4%
+31.7%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.2% | -0.6% | +15.8% | +15.0% |
| 7D | +55.4% | -0.1% | +55.6% | +55.2% |
| 30D | +19.4% | -0.7% | +20.1% | +19.3% |
| 3M | +127.9% | +4.0% | +123.9% | +128.3% |
| 6M | +186.7% | +12.3% | +174.4% | +192.6% |
| YTD | +161.1% | +14.0% | +147.1% | +159.2% |
| 1Y | +52.1% | +20.3% | +31.8% | +39.9% |
| All | +52.1% | +20.4% | +31.7% | +39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling