+181.7%
EPI price history and return analytics
+346.0%
-164.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.3% |
| 7D | +6.0% | -2.3% | +8.3% | +8.3% |
| 30D | +8.4% | -5.0% | +13.3% | +13.5% |
| 3M | +0.1% | -4.9% | +5.0% | +4.8% |
| 6M | -1.0% | -1.5% | +0.5% | 0.0% |
| YTD | -6.2% | +8.5% | -14.6% | -13.7% |
| 1Y | -4.7% | +11.4% | -16.1% | -14.7% |
| 3Y | +18.8% | +70.1% | -51.2% | -30.9% |
| 5Y | +21.8% | +53.7% | -32.0% | -23.3% |
| 10Y | +136.3% | +220.0% | -83.7% | -31.9% |
| All | +181.7% | +346.0% | -164.3% | -36.2% |
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