+35.3%
EAPR price history and return analytics
+81.5%
-46.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.2% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | +3.6% | -0.7% | +4.3% | +4.0% |
| 3M | +6.0% | +4.0% | +2.0% | +4.1% |
| 6M | +13.5% | +12.3% | +1.2% | +7.6% |
| YTD | +14.7% | +14.0% | +0.6% | +7.8% |
| 1Y | +18.0% | +20.3% | -2.3% | +8.0% |
| 3Y | +40.0% | +75.4% | -35.5% | +6.9% |
| 5Y | +35.2% | +66.0% | -30.8% | +4.6% |
| All | +35.3% | +81.5% | -46.2% | +1.3% |
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 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