+176.3%
EPRX vs VT
+49.0%
+127.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.6% | +4.7% |
| 7D | +18.3% | +2.4% | +15.9% | +15.6% |
| 30D | +23.7% | -1.5% | +25.2% | +25.9% |
| 3M | +22.2% | -4.1% | +26.3% | +28.0% |
| 6M | +7.9% | +0.6% | +7.4% | +8.1% |
| YTD | +7.9% | +11.0% | -3.1% | -1.4% |
| 1Y | +28.5% | +13.3% | +15.2% | +15.4% |
| All | +176.3% | +49.0% | +127.2% | +111.9% |
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