+34.9%
ESP vs VT
+15.2%
+19.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -4.5% |
| 7D | -9.1% | -0.3% | -8.8% | -8.9% |
| 30D | -18.8% | -1.4% | -17.4% | -17.7% |
| 3M | -16.5% | -1.4% | -15.1% | -15.4% |
| 6M | -25.5% | +5.5% | -30.9% | -27.8% |
| YTD | +9.3% | +12.8% | -3.6% | +4.3% |
| 1Y | +34.9% | +15.4% | +19.5% | +29.1% |
| All | +34.9% | +15.2% | +19.7% | +29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling