-9.5%
ERAS price history and return analytics
+66.0%
-75.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -5.1% |
| 7D | +18.9% | +2.9% | +16.0% | +14.2% |
| 30D | +6.8% | -2.5% | +9.3% | +12.1% |
| 3M | -15.1% | -3.3% | -11.7% | -9.6% |
| 6M | +52.0% | +1.5% | +50.5% | +51.3% |
| YTD | +324.2% | +11.4% | +312.8% | +269.0% |
| 1Y | +495.5% | +11.9% | +483.6% | +412.1% |
| 3Y | +685.1% | +73.9% | +611.2% | +254.9% |
| 5Y | -18.9% | +57.9% | -76.8% | -56.5% |
| All | -9.5% | +66.0% | -75.4% | -53.0% |
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