-10.8%
ERIE price history and return analytics
+72.7%
-83.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.2% |
| 7D | -7.0% | -2.0% | -5.0% | -6.5% |
| 30D | -6.3% | -1.4% | -4.9% | -6.0% |
| 3M | +4.2% | +4.7% | -0.5% | +2.6% |
| 6M | -0.3% | +11.4% | -11.7% | -4.7% |
| YTD | -14.7% | +13.1% | -27.8% | -19.2% |
| 1Y | -25.6% | +19.0% | -44.6% | -31.5% |
| All | -10.8% | +72.7% | -83.5% | -31.3% |
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