+454.4%
ERX price history and return analytics
+65.7%
+388.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.5% |
| 7D | +3.1% | -1.1% | +4.2% | +4.5% |
| 30D | +13.3% | -1.0% | +14.2% | +14.4% |
| 3M | +28.7% | +3.2% | +25.6% | +22.1% |
| 6M | +27.0% | +12.5% | +14.5% | +4.1% |
| YTD | +102.4% | +14.1% | +88.3% | +61.8% |
| 1Y | +105.2% | +18.9% | +86.3% | +53.6% |
| 3Y | +78.7% | +74.1% | +4.6% | -24.0% |
| All | +454.4% | +65.7% | +388.7% | +161.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling