+287.2%
EPU vs VT
+222.7%
+64.5%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | +0.7% | -0.1% | +0.9% | +0.8% |
| 30D | +2.7% | -0.7% | +3.4% | +3.3% |
| 3M | +14.8% | +4.0% | +10.8% | +11.2% |
| 6M | +12.8% | +12.3% | +0.5% | +3.1% |
| YTD | +30.9% | +14.0% | +16.9% | +18.5% |
| 1Y | +69.8% | +20.3% | +49.5% | +47.5% |
| 3Y | +236.2% | +75.4% | +160.7% | +116.5% |
| 5Y | +327.6% | +66.0% | +261.7% | +185.8% |
| 10Y | +287.2% | +228.2% | +59.0% | +49.5% |
| All | +287.2% | +222.7% | +64.5% | +49.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling