+733.6%
EPD price history and return analytics
+346.0%
+387.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -2.9% | -2.3% | -0.6% | -1.4% |
| 30D | +1.8% | -5.0% | +6.7% | +5.3% |
| 3M | -1.3% | -4.9% | +3.6% | +2.0% |
| 6M | +1.5% | -1.5% | +3.1% | +1.7% |
| YTD | +22.6% | +8.5% | +14.1% | +13.7% |
| 1Y | +26.9% | +11.4% | +15.6% | +15.3% |
| 3Y | +71.4% | +70.1% | +1.3% | +12.4% |
| 5Y | +132.7% | +53.7% | +79.0% | +61.6% |
| 10Y | +206.7% | +220.0% | -13.3% | +25.0% |
| All | +733.6% | +346.0% | +387.6% | +138.2% |
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