+17.1%
ERIC vs VT
+59.8%
-42.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.3% |
| 7D | -3.9% | -0.7% | -3.2% | -3.1% |
| 30D | +13.4% | -1.7% | +15.2% | +15.6% |
| 3M | +7.4% | -2.3% | +9.7% | +10.0% |
| 6M | -13.4% | +1.5% | -15.0% | -14.6% |
| YTD | +13.7% | +12.0% | +1.6% | +1.3% |
| 1Y | +11.1% | +12.9% | -1.7% | -1.8% |
| 3Y | +156.3% | +74.9% | +81.3% | +41.1% |
| 5Y | +17.1% | +59.9% | -42.9% | -29.8% |
| All | +17.1% | +59.8% | -42.7% | -29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling