+39.0%
EPAC price history and return analytics
+74.0%
-35.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +1.4% | +2.4% | -1.0% | -1.0% |
| 30D | +13.3% | -1.5% | +14.8% | +15.0% |
| 3M | +6.8% | -4.1% | +10.9% | +11.5% |
| 6M | +15.5% | +0.6% | +15.0% | +14.4% |
| YTD | +3.1% | +11.0% | -8.0% | -8.7% |
| 1Y | +1.5% | +13.3% | -11.8% | -12.1% |
| 3Y | +39.0% | +73.4% | -34.3% | -22.5% |
| All | +39.0% | +74.0% | -35.0% | -22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling