-81.5%
ETU price history and return analytics
+19.6%
-101.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.9% | +4.9% | +1.6% |
| 7D | +6.6% | -1.1% | +7.7% | +12.2% |
| 30D | +77.2% | -1.0% | +78.2% | +85.5% |
| 3M | +108.0% | +3.2% | +104.8% | +78.3% |
| 6M | +22.0% | +12.5% | +9.5% | -31.3% |
| YTD | -49.3% | +14.1% | -63.3% | -72.5% |
| 1Y | -81.5% | +18.9% | -100.4% | -91.7% |
| All | -81.5% | +19.6% | -101.2% | -91.7% |
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 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