+31.2%
EPOL vs VT
+10.5%
+20.8%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.7% |
| 7D | -1.4% | -2.3% | +0.9% | +1.0% |
| 30D | -1.9% | -5.0% | +3.1% | +3.8% |
| 3M | -2.9% | -4.9% | +2.0% | +2.6% |
| 6M | +7.3% | -1.5% | +8.8% | +8.6% |
| YTD | +22.5% | +8.5% | +14.0% | +10.7% |
| 1Y | +31.2% | +11.4% | +19.9% | +15.1% |
| All | +31.2% | +10.5% | +20.8% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling