+72.4%
ESS price history and return analytics
+214.8%
-142.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +3.2% |
| 7D | +2.3% | -4.2% | +6.5% | +5.7% |
| 30D | -0.4% | -5.8% | +5.4% | +4.3% |
| 3M | -4.9% | -5.2% | +0.3% | -1.0% |
| 6M | +3.6% | +0.1% | +3.5% | +2.5% |
| YTD | +7.8% | +8.2% | -0.4% | -0.4% |
| 1Y | +8.4% | +10.1% | -1.8% | -1.5% |
| 3Y | +39.6% | +69.7% | -30.0% | -12.7% |
| 5Y | -3.2% | +53.4% | -56.6% | -34.3% |
| All | +72.4% | +214.8% | -142.4% | -22.0% |
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