-65.6%
ERII vs VT
+65.7%
-131.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.5% | -3.4% |
| 7D | -2.6% | -0.1% | -2.5% | -2.5% |
| 30D | -7.6% | -0.7% | -7.0% | -6.8% |
| 3M | -9.1% | +4.0% | -13.1% | -13.3% |
| 6M | -33.6% | +12.3% | -45.9% | -42.1% |
| YTD | -45.3% | +14.0% | -59.3% | -53.1% |
| 1Y | -48.7% | +20.3% | -69.0% | -58.7% |
| 3Y | -69.9% | +75.4% | -145.4% | -84.8% |
| 5Y | -65.6% | +66.0% | -131.6% | -81.3% |
| All | -65.6% | +65.7% | -131.3% | -81.3% |
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