+45.9%
ESGE price history and return analytics
+65.7%
-19.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | +2.1% | -0.1% | +2.3% | +2.3% |
| 30D | +5.7% | -0.7% | +6.4% | +6.5% |
| 3M | +5.3% | +4.0% | +1.3% | +1.7% |
| 6M | +19.1% | +12.3% | +6.8% | +7.6% |
| YTD | +26.2% | +14.0% | +12.2% | +12.6% |
| 1Y | +36.4% | +20.3% | +16.1% | +16.1% |
| 3Y | +93.7% | +75.4% | +18.2% | +17.8% |
| 5Y | +45.9% | +66.0% | -20.1% | -6.7% |
| All | +45.9% | +65.7% | -19.8% | -6.7% |
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