+70.1%
EART price history and return analytics
+69.4%
+0.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | +2.8% |
| 7D | -4.2% | -4.2% | -0.1% | +2.2% |
| 30D | -14.4% | -5.8% | -8.6% | -6.1% |
| 3M | -18.3% | -5.2% | -13.1% | -11.1% |
| 6M | -25.5% | +0.1% | -25.6% | -24.7% |
| YTD | -13.0% | +8.2% | -21.2% | -20.3% |
| 1Y | +4.4% | +10.1% | -5.7% | -6.6% |
| All | +70.1% | +69.4% | +0.8% | -21.7% |
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