+76.2%
ESI price history and return analytics
+66.2%
+10.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.3% |
| 7D | +5.4% | +1.0% | +4.4% | +3.8% |
| 30D | -4.2% | -0.2% | -4.0% | -3.8% |
| 3M | -9.6% | +4.5% | -14.2% | -14.9% |
| 6M | +18.3% | +14.1% | +4.3% | -1.5% |
| YTD | +45.8% | +14.8% | +31.1% | +20.8% |
| 1Y | +39.2% | +21.2% | +18.0% | +7.2% |
| 3Y | +86.3% | +76.6% | +9.7% | -13.9% |
| 5Y | +76.2% | +66.6% | +9.6% | -9.5% |
| All | +76.2% | +66.2% | +10.0% | -9.5% |
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