+145.2%
ESE price history and return analytics
+74.1%
+71.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +1.5% |
| 7D | -0.2% | +0.4% | -0.6% | -0.6% |
| 30D | -6.7% | -2.6% | -4.1% | -3.8% |
| 3M | -21.3% | -3.2% | -18.0% | -18.2% |
| 6M | -20.6% | +0.9% | -21.5% | -21.5% |
| YTD | +23.3% | +11.3% | +12.0% | +8.9% |
| 1Y | +11.4% | +14.0% | -2.6% | -4.2% |
| 3Y | +145.2% | +75.8% | +69.4% | +20.9% |
| All | +145.2% | +74.1% | +71.1% | +20.9% |
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