-45.1%
ESRT price history and return analytics
+59.8%
-104.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.7% |
| 7D | -0.8% | -0.7% | -0.1% | -0.3% |
| 30D | +10.6% | -1.7% | +12.3% | +12.2% |
| 3M | +13.9% | -2.3% | +16.2% | +16.3% |
| 6M | -3.0% | +1.5% | -4.5% | -5.6% |
| YTD | -18.1% | +12.0% | -30.1% | -28.7% |
| 1Y | -28.0% | +12.9% | -40.9% | -37.9% |
| 3Y | -35.0% | +74.9% | -109.9% | -66.3% |
| 5Y | -45.1% | +59.9% | -105.0% | -68.2% |
| All | -45.1% | +59.8% | -104.8% | -68.2% |
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