+687.3%
ESOA vs VT
+224.4%
+463.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +1.9% | +2.4% |
| 7D | +4.0% | -0.7% | +4.7% | +4.4% |
| 30D | -11.7% | -1.7% | -9.9% | -10.8% |
| 3M | -31.1% | -2.3% | -28.8% | -30.2% |
| 6M | -48.2% | +1.5% | -49.8% | -48.6% |
| YTD | +12.0% | +12.0% | 0.0% | +5.9% |
| 1Y | -15.8% | +12.9% | -28.7% | -20.6% |
| 3Y | +97.6% | +74.9% | +22.6% | +62.2% |
| 5Y | +517.4% | +59.9% | +457.5% | +407.0% |
| 10Y | +687.3% | +224.6% | +462.7% | +361.1% |
| All | +687.3% | +224.4% | +463.0% | +361.1% |
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