+158.6%
EPRX vs VT
+48.7%
+110.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.3% |
| 7D | +10.9% | -0.1% | +11.0% | +11.0% |
| 30D | +2.3% | -3.1% | +5.3% | +5.8% |
| 3M | +14.6% | -3.5% | +18.1% | +19.2% |
| 6M | +2.4% | +0.5% | +2.0% | +2.6% |
| YTD | +1.1% | +10.8% | -9.7% | -7.6% |
| 1Y | +22.5% | +11.9% | +10.6% | +11.2% |
| All | +158.6% | +48.7% | +110.0% | +98.7% |
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