+173.2%
ESP price history and return analytics
+223.7%
-50.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +3.8% |
| 7D | -6.9% | +0.4% | -7.3% | -7.0% |
| 30D | -19.3% | -2.6% | -16.7% | -18.2% |
| 3M | -21.4% | -3.2% | -18.2% | -20.1% |
| 6M | -30.6% | +0.9% | -31.6% | -30.7% |
| YTD | +5.2% | +11.3% | -6.1% | +0.9% |
| 1Y | +32.7% | +14.0% | +18.7% | +26.0% |
| 3Y | +222.1% | +75.8% | +146.3% | +158.6% |
| 5Y | +245.7% | +57.8% | +187.9% | +187.1% |
| 10Y | +173.2% | +219.8% | -46.6% | +77.8% |
| All | +173.2% | +223.7% | -50.5% | +77.8% |
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 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