+551.9%
ESOA price history and return analytics
+65.7%
+486.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.4% |
| 7D | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | -24.2% | -0.7% | -23.5% | -23.6% |
| 3M | -24.2% | +4.0% | -28.2% | -27.5% |
| 6M | -17.2% | +12.3% | -29.5% | -27.3% |
| YTD | +44.1% | +14.0% | +30.1% | +24.8% |
| 1Y | +15.5% | +20.3% | -4.8% | -5.2% |
| 3Y | +219.6% | +75.4% | +144.2% | +100.6% |
| 5Y | +551.9% | +66.0% | +486.0% | +314.8% |
| All | +551.9% | +65.7% | +486.2% | +314.8% |
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 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