+184.7%
EPRX vs VT
+54.8%
+130.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +25.8% | +0.4% | +25.4% | +25.4% |
| 30D | +29.6% | +1.0% | +28.7% | +28.4% |
| 3M | +30.2% | +2.4% | +27.9% | +27.4% |
| 6M | +2.7% | +12.0% | -9.3% | -7.8% |
| YTD | +11.3% | +15.3% | -4.1% | -2.6% |
| 1Y | +56.7% | +22.6% | +34.1% | +31.8% |
| All | +184.7% | +54.8% | +130.0% | +109.4% |
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