+259.2%
ESPO vs VT
+145.6%
+113.6%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.1% | +5.4% | +5.5% |
| 7D | +6.2% | -4.2% | +10.4% | +10.7% |
| 30D | +5.0% | -5.8% | +10.8% | +11.4% |
| 3M | +9.1% | -5.2% | +14.3% | +14.9% |
| 6M | +13.1% | +0.1% | +13.0% | +12.1% |
| YTD | -1.1% | +8.2% | -9.3% | -9.6% |
| 1Y | -8.4% | +10.1% | -18.5% | -17.8% |
| 3Y | +97.6% | +69.7% | +27.9% | +13.5% |
| 5Y | +54.5% | +53.4% | +1.2% | -1.0% |
| All | +259.2% | +145.6% | +113.6% | +56.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling