+16.6%
EPRT vs VT
+53.4%
-36.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | +4.6% | -2.3% | +6.9% | +6.0% |
| 30D | +12.1% | -5.0% | +17.1% | +15.6% |
| 3M | -7.6% | -4.9% | -2.7% | -4.7% |
| 6M | -8.9% | -1.5% | -7.3% | -8.8% |
| YTD | -2.5% | +8.5% | -11.0% | -9.8% |
| 1Y | -2.1% | +11.4% | -13.5% | -11.4% |
| 3Y | +37.2% | +70.1% | -32.9% | -14.4% |
| All | +16.6% | +53.4% | -36.8% | -18.3% |
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