+912.9%
ERIE vs VT
+346.0%
+566.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.5% |
| 7D | +4.5% | -2.3% | +6.8% | +5.9% |
| 30D | +25.4% | -5.0% | +30.3% | +29.2% |
| 3M | +8.2% | -4.9% | +13.1% | +11.4% |
| 6M | +29.5% | -1.5% | +31.0% | +29.3% |
| YTD | -2.5% | +8.5% | -11.0% | -9.2% |
| 1Y | -0.7% | +11.4% | -12.1% | -9.4% |
| 3Y | +2.6% | +70.1% | -67.5% | -30.6% |
| 5Y | +33.7% | +53.7% | -20.1% | -4.0% |
| 10Y | +235.8% | +220.0% | +15.8% | +40.4% |
| All | +912.9% | +346.0% | +566.9% | +225.0% |
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