+812.2%
ESQ price history and return analytics
+177.8%
+634.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +1.0% |
| 7D | +7.3% | +0.4% | +7.0% | +6.9% |
| 30D | +12.5% | -2.6% | +15.1% | +15.1% |
| 3M | +1.7% | -3.2% | +5.0% | +4.6% |
| 6M | +25.3% | +0.9% | +24.4% | +23.5% |
| YTD | +31.4% | +11.3% | +20.1% | +17.9% |
| 1Y | +38.5% | +14.0% | +24.5% | +21.5% |
| 3Y | +198.5% | +75.8% | +122.7% | +73.7% |
| 5Y | +313.8% | +57.8% | +256.0% | +164.9% |
| All | +812.2% | +177.8% | +634.5% | +230.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling