+241.4%
ESP price history and return analytics
+221.4%
+19.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +1.4% | +1.0% | +0.4% | +1.0% |
| 30D | +0.9% | -0.2% | +1.1% | +1.0% |
| 3M | +13.9% | +4.5% | +9.4% | +11.9% |
| 6M | +12.0% | +14.1% | -2.0% | +6.1% |
| YTD | +35.0% | +14.8% | +20.3% | +27.6% |
| 1Y | +36.5% | +21.2% | +15.3% | +26.1% |
| 3Y | +323.5% | +76.6% | +246.9% | +238.7% |
| 5Y | +408.9% | +66.6% | +342.3% | +313.0% |
| 10Y | +241.4% | +222.3% | +19.1% | +122.6% |
| All | +241.4% | +221.4% | +19.9% | +122.6% |
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