+812.8%
ERO price history and return analytics
+166.6%
+646.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.2% |
| 7D | +1.6% | -1.1% | +2.7% | +3.2% |
| 30D | -1.7% | -1.0% | -0.7% | -0.1% |
| 3M | +28.1% | +3.2% | +24.9% | +23.9% |
| 6M | +26.7% | +12.5% | +14.2% | +10.9% |
| YTD | +25.4% | +14.1% | +11.3% | +8.5% |
| 1Y | +109.5% | +18.9% | +90.6% | +72.7% |
| 3Y | +85.2% | +74.1% | +11.1% | -2.2% |
| 5Y | +83.9% | +66.9% | +17.0% | +3.9% |
| All | +812.8% | +166.6% | +646.2% | +208.8% |
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