+211.3%
EPRT vs VOO
+216.9%
-5.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -3.6% | +0.1% | -3.6% | -3.7% |
| 3M | +1.0% | +2.0% | -1.1% | -1.5% |
| 6M | -12.5% | +13.0% | -25.5% | -22.9% |
| YTD | +2.0% | +13.6% | -11.6% | -10.9% |
| 1Y | +0.5% | +20.1% | -19.6% | -17.3% |
| 3Y | +39.1% | +77.6% | -38.4% | -25.4% |
| 5Y | +12.2% | +82.4% | -70.3% | -42.3% |
| All | +211.3% | +216.9% | -5.6% | -1.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling