+222.7%
ERIE vs VT
+221.8%
+0.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.0% | +1.9% |
| 7D | +0.6% | +2.4% | -1.7% | -0.7% |
| 30D | +19.4% | -1.5% | +20.9% | +20.1% |
| 3M | +8.1% | -4.1% | +12.2% | +10.3% |
| 6M | +30.8% | +0.6% | +30.2% | +29.1% |
| YTD | -1.9% | +11.0% | -12.9% | -9.3% |
| 1Y | -2.1% | +13.3% | -15.4% | -10.7% |
| 3Y | +1.7% | +73.4% | -71.7% | -29.9% |
| 5Y | +31.1% | +57.4% | -26.3% | -4.5% |
| All | +222.7% | +221.8% | +0.9% | +43.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling