+471.4%
ESE price history and return analytics
+357.6%
+113.8%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +1.8% |
| 7D | -0.2% | +0.4% | -0.6% | -0.5% |
| 30D | -6.7% | -2.6% | -4.1% | -4.1% |
| 3M | -21.3% | -3.2% | -18.0% | -18.6% |
| 6M | -20.6% | +0.9% | -21.5% | -21.3% |
| YTD | +23.3% | +11.3% | +12.0% | +11.0% |
| 1Y | +11.4% | +14.0% | -2.6% | -2.1% |
| 3Y | +145.2% | +75.8% | +69.4% | +40.3% |
| 5Y | +171.5% | +57.8% | +113.7% | +72.3% |
| 10Y | +434.0% | +219.8% | +214.2% | +72.0% |
| All | +471.4% | +357.6% | +113.8% | +14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling