+59.3%
ERIC price history and return analytics
+356.5%
-297.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +2.9% | +2.4% | +0.6% | +0.3% |
| 30D | +10.2% | -1.5% | +11.7% | +12.1% |
| 3M | +4.6% | -4.1% | +8.7% | +9.6% |
| 6M | -14.3% | +0.6% | -14.8% | -14.7% |
| YTD | +12.9% | +11.0% | +1.9% | +0.4% |
| 1Y | +10.6% | +13.3% | -2.7% | -3.9% |
| 3Y | +156.8% | +73.4% | +83.4% | +37.7% |
| 5Y | +16.4% | +57.4% | -41.0% | -30.3% |
| 10Y | +176.7% | +221.7% | -45.0% | -27.5% |
| All | +59.3% | +356.5% | -297.2% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling