-71.3%
ETU price history and return analytics
+38.8%
-110.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.9% | +4.9% | +1.9% |
| 7D | +6.6% | -1.1% | +7.7% | +11.8% |
| 30D | +77.2% | -1.0% | +78.2% | +84.9% |
| 3M | +108.0% | +3.2% | +104.8% | +82.3% |
| 6M | +22.0% | +12.5% | +9.5% | -24.3% |
| YTD | -49.3% | +14.1% | -63.3% | -68.5% |
| 1Y | -81.5% | +18.9% | -100.4% | -89.7% |
| All | -71.3% | +38.8% | -110.1% | -88.6% |
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