+236.6%
ESPO price history and return analytics
+158.7%
+77.9%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.2% |
| 7D | -0.2% | -0.1% | 0.0% | 0.0% |
| 30D | -3.6% | -0.7% | -2.9% | -2.9% |
| 3M | +9.4% | +4.0% | +5.4% | +4.7% |
| 6M | +3.6% | +12.3% | -8.6% | -8.6% |
| YTD | -7.3% | +14.0% | -21.3% | -19.5% |
| 1Y | -17.7% | +20.3% | -38.0% | -32.4% |
| 3Y | +85.5% | +75.4% | +10.1% | +3.3% |
| 5Y | +49.6% | +66.0% | -16.4% | -11.1% |
| All | +236.6% | +158.7% | +77.9% | +39.7% |
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