-58.3%
EPC vs VT
+215.5%
-273.8%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.2% |
| 7D | -2.0% | -2.3% | +0.3% | 0.0% |
| 30D | +1.8% | -5.0% | +6.8% | +6.1% |
| 3M | +0.1% | -4.9% | +5.0% | +4.3% |
| 6M | +26.6% | -1.5% | +28.1% | +27.2% |
| YTD | +67.5% | +8.5% | +59.0% | +54.3% |
| 1Y | +54.0% | +11.4% | +42.6% | +38.8% |
| 3Y | -16.9% | +70.1% | -87.0% | -48.8% |
| 5Y | -19.8% | +53.7% | -73.5% | -46.2% |
| All | -58.3% | +215.5% | -273.8% | -85.2% |
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