+198.3%
ERIE vs VT
+221.4%
-23.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.5% |
| 7D | -5.0% | +1.0% | -6.0% | -5.5% |
| 30D | -3.7% | -0.2% | -3.4% | -3.6% |
| 3M | +9.4% | +4.5% | +4.8% | +6.1% |
| 6M | -5.3% | +14.1% | -19.3% | -13.2% |
| YTD | -13.7% | +14.8% | -28.4% | -21.4% |
| 1Y | -26.1% | +21.2% | -47.3% | -35.2% |
| 3Y | -7.6% | +76.6% | -84.1% | -36.7% |
| 5Y | +51.9% | +66.6% | -14.7% | +7.3% |
| 10Y | +198.3% | +222.3% | -24.0% | +34.4% |
| All | +198.3% | +221.4% | -23.1% | +34.4% |
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