+831.5%
ERIE vs VT
+374.2%
+457.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.1% | -2.1% |
| 7D | -2.9% | +0.4% | -3.4% | -3.2% |
| 30D | +0.8% | +1.0% | -0.2% | +0.1% |
| 3M | +15.8% | +2.4% | +13.4% | +13.2% |
| 6M | -6.1% | +12.0% | -18.1% | -13.8% |
| YTD | -10.3% | +15.3% | -25.7% | -19.6% |
| 1Y | -23.3% | +22.6% | -45.8% | -34.2% |
| 3Y | -6.0% | +74.7% | -80.7% | -37.2% |
| 5Y | +53.3% | +66.1% | -12.8% | +4.9% |
| 10Y | +203.3% | +225.0% | -21.7% | +26.2% |
| All | +831.5% | +374.2% | +457.3% | +188.0% |
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