+10.9%
EART price history and return analytics
+70.3%
-59.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.5% |
| 7D | +0.8% | +2.9% | -2.1% | -2.9% |
| 30D | -10.9% | -2.5% | -8.4% | -7.6% |
| 3M | -20.3% | -3.3% | -17.0% | -16.3% |
| 6M | -29.3% | +1.5% | -30.8% | -30.0% |
| YTD | -12.3% | +11.4% | -23.6% | -22.0% |
| 1Y | -0.1% | +11.9% | -12.0% | -11.7% |
| 3Y | +80.0% | +73.9% | +6.2% | -6.5% |
| All | +10.9% | +70.3% | -59.5% | -42.3% |
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