+86.1%
EART price history and return analytics
+74.1%
+12.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +0.7% |
| 7D | +5.3% | +0.4% | +4.9% | +4.6% |
| 30D | -9.2% | -2.6% | -6.6% | -5.4% |
| 3M | -16.3% | -3.2% | -13.1% | -11.8% |
| 6M | -25.5% | +0.9% | -26.5% | -25.8% |
| YTD | -8.1% | +11.3% | -19.4% | -19.3% |
| 1Y | +7.5% | +14.0% | -6.5% | -8.5% |
| 3Y | +86.1% | +75.8% | +10.3% | -19.2% |
| All | +86.1% | +74.1% | +12.0% | -19.2% |
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