+103.8%
ERO price history and return analytics
+76.6%
+27.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.5% | +9.1% | +9.6% |
| 7D | +8.9% | +1.0% | +7.9% | +6.6% |
| 30D | +10.5% | -0.2% | +10.7% | +11.1% |
| 3M | +40.9% | +4.5% | +36.4% | +30.6% |
| 6M | +36.6% | +14.1% | +22.5% | +9.3% |
| YTD | +34.0% | +14.8% | +19.2% | +7.1% |
| 1Y | +147.1% | +21.2% | +125.9% | +80.3% |
| 3Y | +103.8% | +76.6% | +27.2% | -21.9% |
| All | +103.8% | +76.6% | +27.2% | -21.9% |
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