-3.6%
ERAS price history and return analytics
+67.0%
-70.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.1% | +7.4% | +6.7% |
| 7D | +12.7% | -0.7% | +13.4% | +14.7% |
| 30D | +8.7% | -1.7% | +10.4% | +12.7% |
| 3M | -8.2% | -2.3% | -5.9% | -4.0% |
| 6M | +60.9% | +1.5% | +59.4% | +60.1% |
| YTD | +351.6% | +12.0% | +339.6% | +288.8% |
| 1Y | +611.9% | +12.9% | +599.0% | +504.0% |
| 3Y | +735.8% | +74.9% | +660.9% | +274.0% |
| 5Y | -16.0% | +59.9% | -76.0% | -55.7% |
| All | -3.6% | +67.0% | -70.6% | -50.4% |
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