-35.1%
ERII price history and return analytics
+222.7%
-257.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.4% |
| 7D | +6.9% | +2.9% | +4.0% | +3.1% |
| 30D | +4.7% | -2.5% | +7.2% | +8.2% |
| 3M | -7.8% | -3.3% | -4.5% | -3.6% |
| 6M | -17.9% | +1.5% | -19.4% | -19.1% |
| YTD | -46.8% | +11.4% | -58.2% | -53.1% |
| 1Y | -49.7% | +11.9% | -61.6% | -55.9% |
| 3Y | -60.1% | +73.9% | -134.0% | -80.0% |
| 5Y | -68.3% | +57.9% | -126.2% | -81.8% |
| All | -35.1% | +222.7% | -257.8% | -89.7% |
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