-51.7%
ESTC price history and return analytics
+57.0%
-108.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.5% |
| 7D | +2.4% | +2.4% | +0.1% | -1.7% |
| 30D | -4.2% | -1.5% | -2.7% | -1.5% |
| 3M | +2.5% | -4.1% | +6.6% | +10.5% |
| 6M | +81.5% | +0.6% | +80.9% | +78.8% |
| YTD | +16.8% | +11.0% | +5.8% | -5.4% |
| 1Y | -3.5% | +13.3% | -16.8% | -25.0% |
| 3Y | +17.7% | +73.4% | -55.7% | -61.7% |
| All | -51.7% | +57.0% | -108.7% | -79.9% |
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 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