-10.2%
ERAS price history and return analytics
+65.5%
-75.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.3% |
| 7D | +8.7% | +2.4% | +6.3% | +5.2% |
| 30D | +6.5% | -1.5% | +8.0% | +10.2% |
| 3M | -12.3% | -4.1% | -8.2% | -5.4% |
| 6M | +49.7% | +0.6% | +49.2% | +51.2% |
| YTD | +321.0% | +11.0% | +309.9% | +267.8% |
| 1Y | +516.5% | +13.3% | +503.2% | +419.5% |
| 3Y | +707.2% | +73.4% | +633.8% | +266.5% |
| 5Y | -19.5% | +57.4% | -76.9% | -56.6% |
| All | -10.2% | +65.5% | -75.6% | -53.1% |
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 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