-94.1%
EPOW vs VT
+57.0%
-151.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.5% |
| 7D | -5.0% | +2.4% | -7.3% | -6.4% |
| 30D | +17.3% | -1.5% | +18.8% | +18.5% |
| 3M | -76.5% | -4.1% | -72.4% | -75.8% |
| 6M | -81.7% | +0.6% | -82.2% | -81.7% |
| YTD | -86.7% | +11.0% | -97.8% | -87.7% |
| 1Y | -88.6% | +13.3% | -101.9% | -89.6% |
| 3Y | -88.9% | +73.4% | -162.3% | -92.9% |
| All | -94.1% | +57.0% | -151.1% | -96.3% |
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