+60.9%
ERTH price history and return analytics
+221.8%
-160.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.6% |
| 7D | -3.3% | +2.4% | -5.6% | -5.8% |
| 30D | -2.0% | -1.5% | -0.5% | -0.5% |
| 3M | -14.3% | -4.1% | -10.1% | -10.3% |
| 6M | -19.0% | +0.6% | -19.5% | -19.5% |
| YTD | -12.8% | +11.0% | -23.9% | -22.5% |
| 1Y | -13.5% | +13.3% | -26.9% | -24.8% |
| 3Y | +4.5% | +73.4% | -68.9% | -43.3% |
| 5Y | -40.1% | +57.4% | -97.5% | -63.5% |
| All | +60.9% | +221.8% | -160.9% | -54.4% |
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