+0.9%
ERC price history and return analytics
+57.4%
-56.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | +0.2% |
| 7D | +2.0% | +0.4% | +1.6% | +1.8% |
| 30D | +2.0% | -2.6% | +4.6% | +3.2% |
| 3M | -3.6% | -3.2% | -0.4% | -2.3% |
| 6M | -0.5% | +0.9% | -1.5% | -1.2% |
| YTD | +1.1% | +11.3% | -10.2% | -4.2% |
| 1Y | +2.0% | +14.0% | -12.0% | -4.5% |
| 3Y | +25.0% | +75.8% | -50.9% | -7.2% |
| 5Y | +0.9% | +57.8% | -57.0% | -22.6% |
| All | +0.9% | +57.4% | -56.5% | -22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling