+130.1%
EPD vs VT
+53.2%
+76.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.8% | +1.2% |
| 7D | -4.9% | -4.2% | -0.7% | -3.4% |
| 30D | -0.3% | -5.8% | +5.5% | +1.8% |
| 3M | -1.5% | -5.2% | +3.7% | +0.3% |
| 6M | -2.1% | +0.1% | -2.2% | -2.7% |
| YTD | +21.3% | +8.2% | +13.0% | +16.1% |
| 1Y | +26.8% | +10.1% | +16.6% | +20.3% |
| 3Y | +68.0% | +69.7% | -1.6% | +29.5% |
| 5Y | +130.1% | +53.4% | +76.7% | +81.7% |
| All | +130.1% | +53.2% | +76.9% | +81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling