+32.5%
EPP vs VT
+53.4%
-20.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -0.6% | -2.3% | +1.7% | +1.4% |
| 30D | +1.8% | -5.0% | +6.8% | +6.5% |
| 3M | -3.4% | -4.9% | +1.5% | +1.0% |
| 6M | -1.0% | -1.5% | +0.5% | +0.1% |
| YTD | +11.6% | +8.5% | +3.1% | +3.2% |
| 1Y | +12.1% | +11.4% | +0.8% | +1.3% |
| 3Y | +53.7% | +70.1% | -16.4% | -5.5% |
| All | +32.5% | +53.4% | -20.9% | -11.9% |
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