-30.2%
EP price history and return analytics
+345.0%
-375.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.6% | -1.7% |
| 7D | -25.6% | -4.2% | -21.4% | -25.0% |
| 30D | -27.7% | -5.8% | -21.9% | -26.9% |
| 3M | -19.3% | -5.2% | -14.0% | -18.5% |
| 6M | -27.4% | +0.1% | -27.6% | -27.5% |
| YTD | -33.9% | +8.2% | -42.1% | -34.8% |
| 1Y | -36.8% | +10.1% | -46.9% | -37.9% |
| 3Y | -76.1% | +69.7% | -145.7% | -77.5% |
| 5Y | -82.0% | +53.4% | -135.4% | -83.1% |
| 10Y | +458.3% | +219.2% | +239.1% | +454.4% |
| All | -30.2% | +345.0% | -375.2% | +31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling