+221.5%
EPOL vs VT
+224.5%
-2.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +3.8% | +0.4% | +3.3% | +3.2% |
| 30D | +3.3% | +1.0% | +2.3% | +2.1% |
| 3M | +12.6% | +2.4% | +10.2% | +9.6% |
| 6M | +25.5% | +12.0% | +13.5% | +10.6% |
| YTD | +29.2% | +15.3% | +13.8% | +10.3% |
| 1Y | +46.2% | +22.6% | +23.7% | +16.5% |
| 3Y | +169.7% | +74.7% | +95.0% | +45.4% |
| 5Y | +130.2% | +66.1% | +64.1% | +32.2% |
| All | +221.5% | +224.5% | -2.9% | -10.6% |
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