+197.4%
EPRT vs VT
+141.2%
+56.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | +4.6% | -2.3% | +6.9% | +6.9% |
| 30D | +12.1% | -5.0% | +17.1% | +17.7% |
| 3M | -7.6% | -4.9% | -2.7% | -3.2% |
| 6M | -8.9% | -1.5% | -7.3% | -8.8% |
| YTD | -2.5% | +8.5% | -11.0% | -13.2% |
| 1Y | -2.1% | +11.4% | -13.5% | -15.5% |
| 3Y | +37.2% | +70.1% | -32.9% | -29.4% |
| 5Y | +15.1% | +53.7% | -38.6% | -33.0% |
| All | +197.4% | +141.2% | +56.2% | -0.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling