-59.2%
ERII price history and return analytics
+75.6%
-134.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.4% |
| 7D | +2.2% | -0.7% | +2.9% | +3.2% |
| 30D | +6.7% | -1.7% | +8.4% | +9.1% |
| 3M | -5.1% | -2.3% | -2.7% | -2.1% |
| 6M | -15.7% | +1.5% | -17.3% | -16.9% |
| YTD | -45.7% | +12.0% | -57.7% | -51.9% |
| 1Y | -47.8% | +12.9% | -60.7% | -54.2% |
| All | -59.2% | +75.6% | -134.8% | -82.5% |
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 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