+32.6%
ESP vs VT
+13.0%
+19.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +2.3% |
| 7D | -6.9% | +0.4% | -7.3% | -7.0% |
| 30D | -19.3% | -2.6% | -16.7% | -17.0% |
| 3M | -21.4% | -3.2% | -18.2% | -18.8% |
| 6M | -30.6% | +0.9% | -31.6% | -30.4% |
| YTD | +5.2% | +11.3% | -6.1% | +1.6% |
| All | +32.6% | +13.0% | +19.6% | +27.9% |
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