+670.1%
ERAS price history and return analytics
+74.4%
+595.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | 0.0% |
| 7D | +5.7% | -0.1% | +5.9% | +6.7% |
| 30D | -3.4% | -3.1% | -0.4% | +2.5% |
| 3M | -14.6% | -3.5% | -11.1% | -8.6% |
| 6M | +53.0% | +0.5% | +52.5% | +54.6% |
| YTD | +316.1% | +10.8% | +305.3% | +262.1% |
| 1Y | +576.0% | +11.9% | +564.1% | +476.4% |
| 3Y | +670.1% | +73.0% | +597.2% | +116.1% |
| All | +670.1% | +74.4% | +595.7% | +116.1% |
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 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