+713.3%
ESQ vs VT
+187.8%
+525.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +5.9% | +0.4% | +5.4% | +5.5% |
| 30D | -9.9% | +1.0% | -10.9% | -10.6% |
| 3M | +9.7% | +2.4% | +7.3% | +7.0% |
| 6M | +16.2% | +12.0% | +4.2% | +3.9% |
| YTD | +17.2% | +15.3% | +1.8% | +2.1% |
| 1Y | +23.7% | +22.6% | +1.1% | +1.8% |
| 3Y | +157.2% | +74.7% | +82.5% | +51.2% |
| 5Y | +354.6% | +66.1% | +288.5% | +177.3% |
| All | +713.3% | +187.8% | +525.5% | +186.1% |
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 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