+57.2%
EPR vs VT
+214.8%
-157.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +3.4% |
| 7D | +3.0% | -4.2% | +7.2% | +8.4% |
| 30D | +8.8% | -5.8% | +14.6% | +16.7% |
| 3M | -0.6% | -5.2% | +4.6% | +5.7% |
| 6M | +10.2% | +0.1% | +10.1% | +8.2% |
| YTD | +26.4% | +8.2% | +18.2% | +11.2% |
| 1Y | +28.6% | +10.1% | +18.4% | +10.3% |
| 3Y | +57.9% | +69.7% | -11.8% | -27.1% |
| 5Y | +58.9% | +53.4% | +5.6% | -15.2% |
| All | +57.2% | +214.8% | -157.6% | -63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling