-57.4%
EPC vs VT
+214.8%
-272.3%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.4% | -0.3% |
| 7D | 0.0% | -4.2% | +4.1% | +3.6% |
| 30D | +6.3% | -5.8% | +12.1% | +11.6% |
| 3M | -1.7% | -5.2% | +3.6% | +2.8% |
| 6M | +26.7% | +0.1% | +26.6% | +25.4% |
| YTD | +70.9% | +8.2% | +62.6% | +57.8% |
| 1Y | +53.2% | +10.1% | +43.1% | +39.4% |
| 3Y | -15.8% | +69.7% | -85.4% | -48.0% |
| 5Y | -18.1% | +53.4% | -71.5% | -45.0% |
| All | -57.4% | +214.8% | -272.3% | -84.9% |
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 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