+122.3%
EPI price history and return analytics
+222.7%
-100.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.1% |
| 7D | -2.2% | -0.1% | -2.1% | -2.1% |
| 30D | -2.2% | -0.7% | -1.6% | -1.7% |
| 3M | +1.9% | +4.0% | -2.1% | -1.4% |
| 6M | -1.7% | +12.3% | -14.0% | -10.6% |
| YTD | -8.3% | +14.0% | -22.3% | -17.6% |
| 1Y | -4.6% | +20.3% | -24.9% | -18.0% |
| 3Y | +13.3% | +75.4% | -62.1% | -29.6% |
| 5Y | +23.6% | +66.0% | -42.4% | -20.0% |
| 10Y | +122.3% | +228.2% | -105.9% | -31.6% |
| All | +122.3% | +222.7% | -100.4% | -31.6% |
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