+457.6%
ERAS vs VT
+69.4%
+388.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -4.1% | -6.9% | -4.2% |
| 7D | -11.4% | -4.2% | -7.2% | -4.5% |
| 30D | -7.2% | -5.8% | -1.4% | +3.0% |
| 3M | -28.7% | -5.2% | -23.5% | -21.5% |
| 6M | +32.8% | +0.1% | +32.7% | +35.2% |
| YTD | +256.7% | +8.2% | +248.5% | +221.7% |
| 1Y | +503.2% | +10.1% | +493.1% | +425.8% |
| All | +457.6% | +69.4% | +388.2% | +55.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling