-95.6%
ERNA vs VT
+11.9%
-107.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.6% | -7.0% |
| 7D | -2.2% | +2.9% | -5.1% | -3.2% |
| 30D | -19.0% | -2.5% | -16.5% | -18.7% |
| 3M | -59.5% | -3.3% | -56.2% | -59.3% |
| 6M | -85.1% | +1.5% | -86.6% | -84.9% |
| YTD | -94.0% | +11.4% | -105.4% | -94.3% |
| 1Y | -95.6% | +11.9% | -107.5% | -95.8% |
| All | -95.6% | +11.9% | -107.4% | -95.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling