+124.7%
ESGE price history and return analytics
+222.5%
-97.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +0.2% |
| 7D | -0.2% | +0.4% | -0.5% | -0.5% |
| 30D | -8.8% | -2.6% | -6.2% | -6.3% |
| 3M | -6.2% | -3.2% | -3.0% | -2.9% |
| 6M | -8.5% | +0.9% | -9.4% | -8.6% |
| YTD | +12.7% | +11.3% | +1.4% | +3.0% |
| 1Y | +14.5% | +14.0% | +0.5% | +2.3% |
| 3Y | +74.7% | +75.8% | -1.1% | +3.7% |
| 5Y | +33.7% | +57.8% | -24.1% | -12.3% |
| 10Y | +118.8% | +219.8% | -101.0% | -21.5% |
| All | +124.7% | +222.5% | -97.8% | -18.8% |
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