+197.1%
ESI price history and return analytics
+254.9%
-57.7%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +1.3% |
| 7D | -3.5% | +0.4% | -3.8% | -3.9% |
| 30D | -9.3% | -2.6% | -6.7% | -5.3% |
| 3M | -12.8% | -3.2% | -9.6% | -7.9% |
| 6M | -24.6% | +0.9% | -25.6% | -24.6% |
| YTD | +32.7% | +11.3% | +21.4% | +16.2% |
| 1Y | +20.3% | +14.0% | +6.3% | +2.0% |
| 3Y | +80.2% | +75.8% | +4.3% | -16.5% |
| 5Y | +40.0% | +57.8% | -17.9% | -22.8% |
| 10Y | +310.8% | +219.8% | +91.0% | -24.1% |
| All | +197.1% | +254.9% | -57.7% | -48.7% |
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 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