+346.8%
ESQ price history and return analytics
+66.2%
+280.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | +6.0% | +1.0% | +5.0% | +5.4% |
| 30D | -9.8% | -0.2% | -9.6% | -9.7% |
| 3M | +7.4% | +4.5% | +2.9% | +4.0% |
| 6M | +19.5% | +14.1% | +5.4% | +8.6% |
| YTD | +16.5% | +14.8% | +1.7% | +5.6% |
| 1Y | +21.4% | +21.2% | +0.2% | +5.9% |
| 3Y | +157.3% | +76.6% | +80.7% | +75.1% |
| 5Y | +346.8% | +66.6% | +280.2% | +201.4% |
| All | +346.8% | +66.2% | +280.6% | +201.4% |
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