-16.0%
ERAS vs VT
+65.3%
-81.3%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.1% |
| 7D | -3.8% | -1.6% | -2.2% | -1.3% |
| 30D | -0.7% | -2.5% | +1.8% | +3.4% |
| 3M | -17.9% | -1.3% | -16.6% | -16.0% |
| 6M | +46.0% | +3.1% | +42.9% | +41.1% |
| YTD | +293.5% | +10.9% | +282.6% | +241.6% |
| 1Y | +515.1% | +12.1% | +503.1% | +423.6% |
| 3Y | +505.0% | +73.9% | +431.1% | +171.6% |
| 5Y | -26.8% | +58.0% | -84.8% | -61.0% |
| All | -16.0% | +65.3% | -81.3% | -56.5% |
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