+848.8%
ESOA price history and return analytics
+222.7%
+626.2%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.7% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | -24.2% | -0.7% | -23.5% | -23.9% |
| 3M | -24.2% | +4.0% | -28.2% | -25.7% |
| 6M | -17.2% | +12.3% | -29.5% | -22.0% |
| YTD | +44.1% | +14.0% | +30.1% | +34.9% |
| 1Y | +15.5% | +20.3% | -4.8% | +5.6% |
| 3Y | +219.6% | +75.4% | +144.2% | +160.9% |
| 5Y | +551.9% | +66.0% | +486.0% | +430.4% |
| 10Y | +848.8% | +228.2% | +620.6% | +580.0% |
| All | +848.8% | +222.7% | +626.2% | +580.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling