+47.4%
ERIE price history and return analytics
+64.2%
-16.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.0% |
| 7D | -7.0% | -2.0% | -5.0% | -6.1% |
| 30D | -6.3% | -1.4% | -4.9% | -5.8% |
| 3M | +4.2% | +4.7% | -0.5% | +1.7% |
| 6M | -0.3% | +11.4% | -11.7% | -6.2% |
| YTD | -14.7% | +13.1% | -27.8% | -20.5% |
| 1Y | -25.6% | +19.0% | -44.6% | -32.8% |
| 3Y | -8.7% | +73.9% | -82.6% | -34.3% |
| All | +47.4% | +64.2% | -16.8% | +11.4% |
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 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