+552.2%
EP price history and return analytics
+222.7%
+329.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.9% |
| 7D | +19.4% | +2.9% | +16.5% | +16.3% |
| 30D | -27.3% | -2.5% | -24.8% | -25.5% |
| 3M | -11.4% | -3.3% | -8.1% | -8.6% |
| 6M | -10.8% | +1.5% | -12.3% | -12.5% |
| YTD | -21.1% | +11.4% | -32.4% | -29.8% |
| 1Y | -23.8% | +11.9% | -35.7% | -32.7% |
| 3Y | -62.4% | +73.9% | -136.3% | -76.7% |
| 5Y | -84.4% | +57.9% | -142.3% | -89.6% |
| All | +552.2% | +222.7% | +329.5% | +347.4% |
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 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