+31.2%
ESTC price history and return analytics
+153.7%
-122.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -8.1% | +0.4% | -8.6% | -8.6% |
| 30D | +31.7% | +1.0% | +30.7% | +30.0% |
| 3M | +41.1% | +2.4% | +38.7% | +35.7% |
| 6M | +77.1% | +12.0% | +65.1% | +47.6% |
| YTD | +21.7% | +15.3% | +6.4% | -2.8% |
| 1Y | +8.4% | +22.6% | -14.2% | -21.5% |
| 3Y | +23.6% | +74.7% | -51.1% | -46.8% |
| 5Y | -46.5% | +66.1% | -112.6% | -73.8% |
| All | +31.2% | +153.7% | -122.5% | -60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling