-100.0%
ERNA price history and return analytics
+371.8%
-471.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | -3.7% | +1.0% | -4.7% | -4.1% |
| 30D | -0.5% | -0.2% | -0.2% | -0.4% |
| 3M | -43.3% | +4.5% | -47.8% | -44.2% |
| 6M | -42.2% | +14.1% | -56.3% | -45.7% |
| YTD | -86.0% | +14.8% | -100.8% | -87.0% |
| 1Y | -86.5% | +21.2% | -107.7% | -87.8% |
| 3Y | -99.4% | +76.6% | -176.0% | -99.6% |
| 5Y | -100.0% | +66.6% | -166.6% | -100.0% |
| 10Y | -100.0% | +222.3% | -322.3% | -100.0% |
| All | -100.0% | +371.8% | -471.8% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling