-32.9%
ERII price history and return analytics
+224.4%
-257.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.5% |
| 7D | +2.2% | -0.7% | +2.9% | +3.3% |
| 30D | +6.7% | -1.7% | +8.4% | +9.1% |
| 3M | -5.1% | -2.3% | -2.7% | -2.0% |
| 6M | -15.7% | +1.5% | -17.3% | -17.0% |
| YTD | -45.7% | +12.0% | -57.7% | -52.4% |
| 1Y | -47.8% | +12.9% | -60.7% | -54.8% |
| 3Y | -59.2% | +74.9% | -134.2% | -79.7% |
| 5Y | -67.3% | +59.9% | -127.3% | -81.6% |
| 10Y | -32.9% | +224.6% | -257.5% | -89.1% |
| All | -32.9% | +224.4% | -257.2% | -89.1% |
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