+72.4%
ESS price history and return analytics
+231.8%
-159.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.1% |
| 7D | +3.9% | -0.3% | +4.2% | +4.1% |
| 30D | -0.2% | -1.4% | +1.3% | +0.9% |
| 3M | -4.6% | -1.4% | -3.2% | -3.6% |
| 6M | +4.5% | +5.5% | -1.0% | -0.7% |
| YTD | +7.9% | +12.8% | -5.0% | -3.5% |
| 1Y | +10.0% | +15.4% | -5.4% | -3.5% |
| 3Y | +39.7% | +76.9% | -37.1% | -15.4% |
| 5Y | -1.7% | +60.4% | -62.1% | -35.5% |
| 10Y | +72.4% | +232.8% | -160.4% | -24.4% |
| All | +72.4% | +231.8% | -159.4% | -24.4% |
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 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