+8.7%
EP vs VT
+374.2%
-365.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | +25.7% | +1.0% | +24.7% | +25.5% |
| 3M | +13.8% | +2.4% | +11.4% | +13.3% |
| 6M | -7.9% | +12.0% | -19.9% | -9.8% |
| YTD | +3.0% | +15.3% | -12.4% | +0.4% |
| 1Y | -36.8% | +22.6% | -59.4% | -39.0% |
| 3Y | -64.7% | +74.7% | -139.4% | -67.1% |
| 5Y | -47.8% | +66.1% | -114.0% | -51.6% |
| 10Y | +769.4% | +225.0% | +544.4% | +742.2% |
| All | +8.7% | +374.2% | -365.5% | +101.7% |
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 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