+245.8%
EPU vs VT
+221.8%
+24.1%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +0.5% | +2.4% | -1.9% | -1.5% |
| 30D | -9.0% | -1.5% | -7.5% | -7.7% |
| 3M | -8.3% | -4.1% | -4.1% | -4.8% |
| 6M | -2.8% | +0.6% | -3.4% | -2.8% |
| YTD | +13.5% | +11.0% | +2.5% | +5.2% |
| 1Y | +31.9% | +13.3% | +18.6% | +20.4% |
| 3Y | +213.3% | +73.4% | +139.9% | +104.6% |
| 5Y | +230.4% | +57.4% | +173.0% | +131.1% |
| All | +245.8% | +221.8% | +24.1% | +41.9% |
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