+133.6%
EPRX vs VT
+45.6%
+88.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.2% |
| 7D | +0.9% | -2.3% | +3.2% | +3.2% |
| 30D | -11.4% | -5.0% | -6.5% | -6.5% |
| 3M | +3.5% | -4.9% | +8.3% | +9.2% |
| 6M | -9.1% | -1.5% | -7.6% | -7.0% |
| YTD | -8.7% | +8.5% | -17.2% | -14.7% |
| 1Y | +23.6% | +11.4% | +12.2% | +13.3% |
| All | +133.6% | +45.6% | +88.0% | +83.3% |
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 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