+641.9%
ESOA vs VT
+215.5%
+426.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -8.3% | -2.3% | -6.0% | -7.2% |
| 30D | -17.4% | -5.0% | -12.5% | -15.1% |
| 3M | -44.8% | -4.9% | -39.9% | -43.3% |
| 6M | -51.2% | -1.5% | -49.6% | -50.8% |
| YTD | +6.4% | +8.5% | -2.1% | +2.3% |
| 1Y | -17.9% | +11.4% | -29.3% | -22.1% |
| 3Y | +82.2% | +70.1% | +12.1% | +52.0% |
| 5Y | +489.9% | +53.7% | +436.2% | +393.1% |
| All | +641.9% | +215.5% | +426.4% | +359.6% |
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