+61.2%
EPAC price history and return analytics
+221.4%
-160.3%
-53.6%
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% | -0.3% |
| 7D | +1.1% | +1.0% | +0.1% | -0.1% |
| 30D | -1.8% | -0.2% | -1.6% | -1.6% |
| 3M | +7.4% | +4.5% | +2.8% | +1.9% |
| 6M | +0.5% | +14.1% | -13.5% | -13.9% |
| YTD | -3.2% | +14.8% | -17.9% | -17.6% |
| 1Y | -12.6% | +21.2% | -33.8% | -30.2% |
| 3Y | +39.9% | +76.6% | -36.6% | -27.5% |
| 5Y | +51.5% | +66.6% | -15.1% | -16.4% |
| 10Y | +61.2% | +222.3% | -161.1% | -65.0% |
| All | +61.2% | +221.4% | -160.3% | -65.0% |
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 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