+304.9%
ESI vs VT
+217.6%
+87.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | 0.0% |
| 7D | -6.6% | -0.1% | -6.5% | -6.3% |
| 30D | -9.8% | -3.1% | -6.8% | -5.4% |
| 3M | -11.9% | -3.5% | -8.4% | -6.8% |
| 6M | -25.1% | +0.5% | -25.6% | -24.5% |
| YTD | +31.9% | +10.8% | +21.1% | +17.1% |
| 1Y | +19.2% | +11.9% | +7.3% | +4.7% |
| 3Y | +76.2% | +73.0% | +3.2% | -12.4% |
| 5Y | +39.4% | +58.6% | -19.2% | -20.7% |
| 10Y | +304.9% | +219.2% | +85.7% | -15.8% |
| All | +304.9% | +217.6% | +87.3% | -15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling