+516.0%
ESOA price history and return analytics
+57.4%
+458.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +2.2% |
| 7D | +0.3% | +0.4% | 0.0% | -0.3% |
| 30D | -12.9% | -2.6% | -10.3% | -10.3% |
| 3M | -41.9% | -3.2% | -38.7% | -39.7% |
| 6M | -47.4% | +0.9% | -48.3% | -48.1% |
| YTD | +11.8% | +11.3% | +0.5% | -1.0% |
| 1Y | -15.4% | +14.0% | -29.4% | -27.0% |
| 3Y | +100.5% | +75.8% | +24.6% | +25.1% |
| 5Y | +516.0% | +57.8% | +458.2% | +332.4% |
| All | +516.0% | +57.4% | +458.7% | +332.4% |
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