-93.8%
ERY vs VT
+65.7%
-159.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | +0.4% |
| 7D | -3.1% | -1.1% | -2.0% | -4.5% |
| 30D | -11.9% | -1.0% | -11.0% | -13.1% |
| 3M | -25.1% | +3.2% | -28.2% | -22.7% |
| 6M | -27.8% | +12.5% | -40.3% | -17.6% |
| YTD | -56.0% | +14.1% | -70.1% | -48.6% |
| 1Y | -57.5% | +18.9% | -76.4% | -46.9% |
| 3Y | -61.3% | +74.1% | -135.4% | -5.7% |
| All | -93.8% | +65.7% | -159.5% | -83.9% |
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