+206.1%
ERIE price history and return analytics
+229.8%
-23.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.4% |
| 7D | -3.1% | -1.1% | -2.0% | -2.5% |
| 30D | -5.1% | -1.0% | -4.1% | -4.6% |
| 3M | +9.0% | +3.2% | +5.9% | +6.7% |
| 6M | +2.1% | +12.5% | -10.4% | -5.6% |
| YTD | -13.1% | +14.1% | -27.1% | -20.6% |
| 1Y | -26.0% | +18.9% | -44.9% | -34.3% |
| 3Y | -9.1% | +74.1% | -83.2% | -37.2% |
| 5Y | +52.3% | +66.9% | -14.6% | +7.4% |
| All | +206.1% | +229.8% | -23.7% | +38.1% |
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 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