+82.2%
ESOA vs VT
+69.7%
+12.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +0.9% |
| 7D | -8.3% | -2.3% | -6.0% | -4.8% |
| 30D | -17.4% | -5.0% | -12.5% | -9.7% |
| 3M | -44.8% | -4.9% | -39.9% | -39.9% |
| 6M | -51.2% | -1.5% | -49.6% | -50.7% |
| YTD | +6.4% | +8.5% | -2.1% | -11.4% |
| 1Y | -17.9% | +11.4% | -29.3% | -35.3% |
| 3Y | +82.2% | +70.1% | +12.1% | -43.3% |
| All | +82.2% | +69.7% | +12.5% | -43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling