-22.0%
EP price history and return analytics
+10.5%
-32.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.4% | +0.2% | +21.2% | +21.3% |
| 7D | -7.6% | -2.3% | -5.3% | -7.2% |
| 30D | -10.6% | -5.0% | -5.7% | -10.0% |
| 3M | -7.9% | -4.9% | -3.0% | -7.1% |
| 6M | -10.3% | -1.5% | -8.8% | -9.1% |
| YTD | -19.7% | +8.5% | -28.2% | -17.4% |
| 1Y | -22.0% | +11.4% | -33.4% | -22.0% |
| All | -22.0% | +10.5% | -32.5% | -22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling