+264.2%
ESPO vs VT
+151.4%
+112.9%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | +7.2% | -0.1% | +7.3% | +7.1% |
| 30D | +3.8% | -3.1% | +6.9% | +6.9% |
| 3M | +4.4% | -3.5% | +7.9% | +7.9% |
| 6M | +14.9% | +0.5% | +14.5% | +13.6% |
| YTD | +0.3% | +10.8% | -10.5% | -10.5% |
| 1Y | -6.6% | +11.9% | -18.5% | -17.6% |
| 3Y | +94.1% | +73.0% | +21.1% | +9.3% |
| 5Y | +52.0% | +58.6% | -6.6% | -5.8% |
| All | +264.2% | +151.4% | +112.9% | +55.3% |
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 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