+202.3%
EPRT vs VOO
+214.5%
-12.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.9% |
| 7D | -2.9% | -0.8% | -2.1% | -2.2% |
| 30D | -6.0% | -1.1% | -4.9% | -5.1% |
| 3M | -4.1% | +3.9% | -8.0% | -8.0% |
| 6M | -11.0% | +13.6% | -24.7% | -22.1% |
| YTD | -0.9% | +12.7% | -13.6% | -12.9% |
| 1Y | +0.1% | +17.6% | -17.5% | -15.9% |
| 3Y | +36.6% | +77.3% | -40.7% | -26.8% |
| 5Y | +14.5% | +84.1% | -69.7% | -41.9% |
| All | +202.3% | +214.5% | -12.1% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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