+27.2%
EPAC price history and return analytics
+346.0%
-318.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -1.1% |
| 7D | -4.3% | -2.3% | -1.9% | -1.6% |
| 30D | +10.7% | -5.0% | +15.6% | +17.0% |
| 3M | +3.8% | -4.9% | +8.7% | +9.5% |
| 6M | +8.7% | -1.5% | +10.2% | +10.1% |
| YTD | +1.7% | +8.5% | -6.8% | -7.6% |
| 1Y | -4.1% | +11.4% | -15.5% | -15.3% |
| 3Y | +39.1% | +70.1% | -30.9% | -23.2% |
| 5Y | +72.0% | +53.7% | +18.3% | +4.8% |
| 10Y | +79.2% | +220.0% | -140.8% | -50.5% |
| All | +27.2% | +346.0% | -318.8% | -74.4% |
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