+577.8%
EP price history and return analytics
+223.7%
+354.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -2.4% |
| 7D | +9.4% | +0.4% | +9.0% | +8.9% |
| 30D | -22.5% | -2.6% | -19.9% | -20.6% |
| 3M | -12.9% | -3.2% | -9.6% | -10.1% |
| 6M | -8.6% | +0.9% | -9.6% | -9.9% |
| YTD | -19.7% | +11.3% | -31.0% | -28.6% |
| 1Y | -22.8% | +14.0% | -36.8% | -33.0% |
| 3Y | -57.3% | +75.8% | -133.2% | -73.7% |
| 5Y | -80.3% | +57.8% | -138.1% | -86.8% |
| 10Y | +577.8% | +219.8% | +358.0% | +328.8% |
| All | +577.8% | +223.7% | +354.1% | +328.8% |
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