+544.1%
EUSA price history and return analytics
+456.3%
+87.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | 0.0% |
| 7D | -1.8% | -1.1% | -0.6% | -0.8% |
| 30D | -3.1% | -1.0% | -2.1% | -2.3% |
| 3M | +2.5% | +3.2% | -0.7% | -0.2% |
| 6M | +10.8% | +12.5% | -1.7% | +0.2% |
| YTD | +12.0% | +14.1% | -2.1% | +0.2% |
| 1Y | +12.8% | +18.9% | -6.1% | -2.5% |
| 3Y | +53.5% | +74.1% | -20.5% | -2.7% |
| 5Y | +44.1% | +66.9% | -22.7% | -5.2% |
| 10Y | +198.0% | +228.3% | -30.3% | +25.3% |
| All | +544.1% | +456.3% | +87.8% | +123.6% |
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