+245.5%
ESP price history and return analytics
+57.0%
+188.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.8% |
| 7D | -0.2% | +2.4% | -2.6% | -1.4% |
| 30D | -18.7% | -1.5% | -17.2% | -17.9% |
| 3M | -27.5% | -4.1% | -23.4% | -25.8% |
| 6M | -33.3% | +0.6% | -33.9% | -33.2% |
| YTD | 0.0% | +11.0% | -11.0% | -4.1% |
| 1Y | +24.4% | +13.3% | +11.0% | +18.3% |
| 3Y | +198.4% | +73.4% | +125.0% | +144.4% |
| All | +245.5% | +57.0% | +188.5% | +183.2% |
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