-60.7%
EPC price history and return analytics
+221.4%
-282.1%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.6% |
| 7D | -0.8% | +1.0% | -1.8% | -1.6% |
| 30D | -2.4% | -0.2% | -2.1% | -2.1% |
| 3M | +37.6% | +4.5% | +33.1% | +31.8% |
| 6M | +32.1% | +14.1% | +18.0% | +17.3% |
| YTD | +64.9% | +14.8% | +50.1% | +45.2% |
| 1Y | +25.3% | +21.2% | +4.1% | +5.2% |
| 3Y | -23.3% | +76.6% | -99.9% | -54.1% |
| 5Y | -25.1% | +66.6% | -91.7% | -53.1% |
| 10Y | -60.7% | +222.3% | -283.0% | -86.7% |
| All | -60.7% | +221.4% | -282.1% | -86.7% |
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