+64.6%
ETX price history and return analytics
+311.3%
-246.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | -0.6% | -0.7% | +0.1% | -0.4% |
| 3M | -3.5% | +4.0% | -7.5% | -4.3% |
| 6M | -2.9% | +12.3% | -15.2% | -5.2% |
| YTD | +0.1% | +14.0% | -14.0% | -2.6% |
| 1Y | -0.8% | +20.3% | -21.1% | -4.6% |
| 3Y | +24.2% | +75.4% | -51.2% | +10.2% |
| 5Y | +1.6% | +66.0% | -64.3% | -9.3% |
| 10Y | +32.7% | +228.2% | -195.4% | +2.8% |
| All | +64.6% | +311.3% | -246.7% | +19.1% |
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