+74.6%
ESAB vs VT
+66.2%
+8.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -3.0% |
| 7D | +9.5% | -0.7% | +10.2% | +10.4% |
| 30D | +29.3% | -1.7% | +31.0% | +32.3% |
| 3M | -2.3% | -2.3% | 0.0% | +1.3% |
| 6M | -10.9% | +1.5% | -12.4% | -11.8% |
| YTD | -22.9% | +12.0% | -34.9% | -32.4% |
| 1Y | -25.1% | +12.9% | -38.0% | -34.9% |
| 3Y | +12.7% | +74.9% | -62.3% | -43.0% |
| All | +74.6% | +66.2% | +8.4% | -6.3% |
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