-97.3%
EPOW vs VT
+73.9%
-171.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.1% | +5.5% | +4.1% |
| 7D | -26.0% | -4.2% | -21.9% | -24.0% |
| 30D | -1.7% | -5.8% | +4.1% | +2.4% |
| 3M | -66.3% | -5.2% | -61.0% | -65.0% |
| 6M | -80.9% | +0.1% | -81.0% | -81.0% |
| YTD | -85.5% | +8.2% | -93.7% | -86.4% |
| 1Y | -88.0% | +10.1% | -98.1% | -88.9% |
| 3Y | -90.5% | +69.7% | -160.1% | -93.9% |
| 5Y | -93.5% | +53.4% | -146.9% | -95.5% |
| All | -97.3% | +73.9% | -171.2% | -98.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling