+703.5%
ESQ price history and return analytics
+184.5%
+518.9%
-56.5%
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% | -0.1% |
| 7D | +2.7% | -0.1% | +2.8% | +2.8% |
| 30D | -8.8% | -0.7% | -8.1% | -8.2% |
| 3M | +6.2% | +4.0% | +2.2% | +2.2% |
| 6M | +19.5% | +12.3% | +7.2% | +6.6% |
| YTD | +15.7% | +14.0% | +1.7% | +1.9% |
| 1Y | +21.4% | +20.3% | +1.1% | +1.6% |
| 3Y | +155.7% | +75.4% | +80.2% | +49.6% |
| 5Y | +349.6% | +66.0% | +283.7% | +174.0% |
| All | +703.5% | +184.5% | +518.9% | +185.5% |
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