-93.0%
EPOW vs VT
+85.3%
-178.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -6.1% |
| 7D | -25.8% | +0.4% | -26.2% | -26.0% |
| 30D | -11.9% | +1.0% | -12.9% | -12.4% |
| 3M | -42.0% | +2.4% | -44.4% | -43.0% |
| 6M | -52.4% | +12.0% | -64.4% | -56.3% |
| YTD | -62.1% | +15.3% | -77.5% | -66.0% |
| 1Y | -57.8% | +22.6% | -80.4% | -63.9% |
| 3Y | -80.4% | +74.7% | -155.0% | -87.6% |
| 5Y | -84.7% | +66.1% | -150.9% | -90.1% |
| All | -93.0% | +85.3% | -178.3% | -96.1% |
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 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