+35.8%
EPU vs VT
+13.3%
+22.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -6.2% | -1.6% | -4.5% | -3.6% |
| 30D | -10.4% | -2.5% | -7.9% | -6.5% |
| 3M | -7.4% | -1.3% | -6.1% | -5.3% |
| 6M | +3.6% | +3.1% | +0.5% | -1.3% |
| YTD | +12.7% | +10.9% | +1.8% | -3.4% |
| All | +35.8% | +13.3% | +22.5% | +12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling