-34.2%
ERII price history and return analytics
+221.8%
-256.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.8% |
| 7D | +1.7% | +2.4% | -0.7% | -1.3% |
| 30D | +8.3% | -1.5% | +9.8% | +10.5% |
| 3M | -7.0% | -4.1% | -2.9% | -1.7% |
| 6M | -12.5% | +0.6% | -13.1% | -12.8% |
| YTD | -46.1% | +11.0% | -57.1% | -52.3% |
| 1Y | -50.0% | +13.3% | -63.3% | -56.8% |
| 3Y | -59.5% | +73.4% | -132.9% | -79.7% |
| 5Y | -67.9% | +57.4% | -125.3% | -81.5% |
| All | -34.2% | +221.8% | -256.0% | -89.5% |
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