+239.6%
EPOL price history and return analytics
+222.7%
+16.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.4% |
| 7D | +1.2% | +2.9% | -1.6% | -2.0% |
| 30D | -1.2% | -2.5% | +1.3% | +1.5% |
| 3M | -1.5% | -3.3% | +1.9% | +2.2% |
| 6M | +13.9% | +1.5% | +12.4% | +11.8% |
| YTD | +25.8% | +11.4% | +14.4% | +11.6% |
| 1Y | +32.9% | +11.9% | +21.0% | +17.2% |
| 3Y | +150.3% | +73.9% | +76.4% | +35.5% |
| 5Y | +132.5% | +57.9% | +74.6% | +41.0% |
| All | +239.6% | +222.7% | +16.9% | -14.5% |
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