+120.0%
EPOL vs VT
+53.2%
+66.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | +3.6% |
| 7D | -3.0% | -4.2% | +1.2% | +2.2% |
| 30D | -2.5% | -5.8% | +3.3% | +4.9% |
| 3M | -0.6% | -5.2% | +4.6% | +6.0% |
| 6M | +12.6% | +0.1% | +12.4% | +12.1% |
| YTD | +24.2% | +8.2% | +16.0% | +12.4% |
| 1Y | +34.9% | +10.1% | +24.7% | +19.3% |
| 3Y | +145.1% | +69.7% | +75.4% | +24.1% |
| 5Y | +120.0% | +53.4% | +66.6% | +24.9% |
| All | +120.0% | +53.2% | +66.8% | +24.9% |
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 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