+30.6%
ERO price history and return analytics
+11.9%
+18.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.1% | -2.1% |
| 7D | +5.9% | +2.9% | +3.1% | -1.4% |
| 30D | -18.8% | -2.5% | -16.3% | -12.5% |
| 3M | -17.5% | -3.3% | -14.2% | -8.7% |
| 6M | -6.7% | +1.5% | -8.2% | -5.7% |
| YTD | +5.2% | +11.4% | -6.2% | -11.1% |
| 1Y | +30.6% | +11.9% | +18.7% | +9.6% |
| All | +30.6% | +11.9% | +18.8% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling