+543.3%
ERAS vs VT
+10.5%
+532.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.2% | +8.4% | +8.2% |
| 7D | +0.4% | -2.3% | +2.7% | +4.7% |
| 30D | +2.1% | -5.0% | +7.0% | +10.6% |
| 3M | -21.1% | -4.9% | -16.2% | -14.4% |
| 6M | +32.2% | -1.5% | +33.7% | +39.0% |
| YTD | +287.4% | +8.5% | +278.9% | +289.7% |
| 1Y | +543.3% | +11.4% | +531.9% | +534.5% |
| All | +543.3% | +10.5% | +532.8% | +534.5% |
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 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