+572.2%
EP price history and return analytics
+217.6%
+354.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +17.5% | -0.1% | +17.6% | +17.5% |
| 30D | -23.2% | -3.1% | -20.1% | -20.9% |
| 3M | -12.3% | -3.5% | -8.8% | -9.4% |
| 6M | -9.4% | +0.5% | -9.8% | -10.2% |
| YTD | -20.4% | +10.8% | -31.2% | -28.9% |
| 1Y | -30.7% | +11.9% | -42.6% | -38.8% |
| 3Y | -62.1% | +73.0% | -135.1% | -76.4% |
| 5Y | -80.4% | +58.6% | -139.0% | -87.0% |
| 10Y | +572.2% | +219.2% | +353.0% | +342.9% |
| All | +572.2% | +217.6% | +354.6% | +342.9% |
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