-44.2%
ESRT price history and return analytics
+53.4%
-97.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | +6.8% | -2.3% | +9.2% | +9.2% |
| 30D | +18.8% | -5.0% | +23.7% | +24.6% |
| 3M | +9.7% | -4.9% | +14.6% | +15.1% |
| 6M | -5.0% | -1.5% | -3.4% | -4.7% |
| YTD | -16.8% | +8.5% | -25.3% | -25.2% |
| 1Y | -25.2% | +11.4% | -36.6% | -34.8% |
| 3Y | -36.4% | +70.1% | -106.4% | -66.0% |
| All | -44.2% | +53.4% | -97.6% | -66.2% |
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