+578.5%
EES price history and return analytics
+355.4%
+223.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | +1.1% | -3.1% | +4.1% | +4.1% |
| 3M | -3.2% | -3.5% | +0.3% | +0.2% |
| 6M | +4.0% | +0.5% | +3.5% | +3.1% |
| YTD | +17.3% | +10.8% | +6.5% | +5.4% |
| 1Y | +21.0% | +11.9% | +9.1% | +7.7% |
| 3Y | +63.8% | +73.0% | -9.1% | -4.5% |
| 5Y | +33.8% | +58.6% | -24.8% | -14.8% |
| 10Y | +162.5% | +219.2% | -56.7% | -10.9% |
| All | +578.5% | +355.4% | +223.1% | +75.8% |
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