-2.1%
ESTA price history and return analytics
+63.7%
-65.7%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -2.6% |
| 7D | -1.3% | -2.0% | +0.7% | +2.5% |
| 30D | -3.9% | -1.4% | -2.5% | -1.3% |
| 3M | -10.2% | +4.7% | -14.9% | -17.7% |
| 6M | +7.6% | +11.4% | -3.8% | -11.5% |
| YTD | -2.0% | +13.1% | -15.1% | -21.7% |
| 1Y | +88.2% | +19.0% | +69.2% | +36.0% |
| 3Y | +32.2% | +73.9% | -41.7% | -48.5% |
| 5Y | -2.1% | +65.4% | -67.5% | -55.7% |
| All | -2.1% | +63.7% | -65.7% | -55.7% |
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