+191.5%
EPD vs VT
+224.5%
-33.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.2% | +0.4% | -0.7% | -0.5% |
| 30D | +3.2% | +1.0% | +2.3% | +2.4% |
| 3M | +3.5% | +2.4% | +1.1% | +1.2% |
| 6M | +7.9% | +12.0% | -4.1% | -2.1% |
| YTD | +27.1% | +15.3% | +11.8% | +12.5% |
| 1Y | +30.4% | +22.6% | +7.8% | +9.7% |
| 3Y | +79.0% | +74.7% | +4.3% | +11.2% |
| 5Y | +143.3% | +66.1% | +77.2% | +55.9% |
| All | +191.5% | +224.5% | -33.0% | -0.6% |
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 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