+94.3%
ERIC price history and return analytics
+229.8%
-135.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +2.1% |
| 7D | +2.1% | -1.1% | +3.2% | +3.3% |
| 30D | +1.3% | -1.0% | +2.3% | +2.3% |
| 3M | -15.1% | +3.2% | -18.2% | -17.8% |
| 6M | -8.7% | +12.5% | -21.2% | -19.0% |
| YTD | +8.4% | +14.1% | -5.7% | -5.3% |
| 1Y | +32.4% | +18.9% | +13.4% | +10.6% |
| 3Y | +124.1% | +74.1% | +50.0% | +25.6% |
| 5Y | +5.4% | +66.9% | -61.4% | -38.1% |
| All | +94.3% | +229.8% | -135.5% | -41.9% |
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