+23.7%
ESTC price history and return analytics
+150.8%
-127.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.1% |
| 7D | -3.3% | -0.1% | -3.2% | -3.0% |
| 30D | +13.4% | -0.7% | +14.1% | +14.7% |
| 3M | +41.3% | +4.0% | +37.3% | +32.8% |
| 6M | +62.6% | +12.3% | +50.3% | +35.2% |
| YTD | +14.8% | +14.0% | +0.7% | -6.8% |
| 1Y | -5.1% | +20.3% | -25.4% | -29.3% |
| 3Y | +11.2% | +75.4% | -64.3% | -52.5% |
| 5Y | -47.0% | +66.0% | -112.9% | -73.9% |
| All | +23.7% | +150.8% | -127.1% | -61.9% |
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