+260.8%
ESPO price history and return analytics
+152.7%
+108.1%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | +0.4% | +2.9% | -2.4% | -2.5% |
| 30D | +2.5% | -2.5% | +5.0% | +5.0% |
| 3M | +5.1% | -3.3% | +8.4% | +8.5% |
| 6M | +15.2% | +1.5% | +13.7% | +12.6% |
| YTD | -0.6% | +11.4% | -12.0% | -11.8% |
| 1Y | -7.6% | +11.9% | -19.5% | -18.4% |
| 3Y | +92.2% | +73.9% | +18.3% | +7.7% |
| 5Y | +44.8% | +57.9% | -13.1% | -10.0% |
| All | +260.8% | +152.7% | +108.1% | +53.0% |
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