+442.2%
ETY price history and return analytics
+368.8%
+73.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | -0.8% | -0.1% | -0.7% | -0.7% |
| 30D | -1.8% | -0.7% | -1.1% | -1.3% |
| 3M | +0.7% | +4.0% | -3.3% | -2.8% |
| 6M | +3.1% | +12.3% | -9.2% | -6.7% |
| YTD | -1.6% | +14.0% | -15.6% | -12.2% |
| 1Y | -3.0% | +20.3% | -23.3% | -17.3% |
| 3Y | +51.2% | +75.4% | -24.3% | -6.0% |
| 5Y | +48.3% | +66.0% | -17.7% | -3.6% |
| 10Y | +208.5% | +228.2% | -19.7% | +15.8% |
| All | +442.2% | +368.8% | +73.4% | +53.5% |
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