-99.5%
ERNA price history and return analytics
+74.2%
-173.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +2.7% |
| 7D | -3.4% | -1.1% | -2.3% | -2.3% |
| 30D | -5.8% | -1.0% | -4.8% | -4.8% |
| 3M | -36.5% | +3.2% | -39.7% | -38.0% |
| 6M | -42.6% | +12.5% | -55.0% | -49.2% |
| YTD | -86.1% | +14.1% | -100.2% | -88.3% |
| 1Y | -87.9% | +18.9% | -106.8% | -90.4% |
| 3Y | -99.5% | +74.1% | -173.6% | -99.7% |
| All | -99.5% | +74.2% | -173.7% | -99.7% |
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 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