+84.9%
ESPO vs VT
+75.0%
+9.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +0.1% | +0.4% | -0.3% | -0.3% |
| 30D | +4.1% | +1.0% | +3.2% | +3.1% |
| 3M | +9.3% | +2.4% | +6.9% | +6.4% |
| 6M | +5.5% | +12.0% | -6.5% | -6.9% |
| YTD | -5.5% | +15.3% | -20.9% | -19.3% |
| 1Y | -13.3% | +22.6% | -35.9% | -30.8% |
| All | +84.9% | +75.0% | +9.9% | -1.9% |
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 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