-56.0%
EPC price history and return analytics
+223.7%
-279.7%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.6% | +2.9% | +3.3% |
| 7D | +3.7% | +0.4% | +3.4% | +3.5% |
| 30D | +6.2% | -2.6% | +8.8% | +8.5% |
| 3M | +4.6% | -3.2% | +7.9% | +7.5% |
| 6M | +40.7% | +0.9% | +39.8% | +38.6% |
| YTD | +76.7% | +11.3% | +65.4% | +59.5% |
| 1Y | +62.2% | +14.0% | +48.2% | +43.4% |
| 3Y | -8.6% | +75.8% | -84.4% | -45.2% |
| 5Y | -14.4% | +57.8% | -72.3% | -43.9% |
| 10Y | -56.0% | +219.8% | -275.8% | -84.6% |
| All | -56.0% | +223.7% | -279.7% | -84.6% |
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