+222.2%
EPOL price history and return analytics
+223.7%
-1.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | -0.6% |
| 7D | +2.6% | +0.4% | +2.2% | +2.0% |
| 30D | -0.1% | -2.6% | +2.5% | +2.8% |
| 3M | -0.9% | -3.2% | +2.3% | +2.7% |
| 6M | +13.0% | +0.9% | +12.1% | +11.7% |
| YTD | +25.4% | +11.3% | +14.1% | +11.3% |
| 1Y | +34.8% | +14.0% | +20.8% | +16.4% |
| 3Y | +150.3% | +75.8% | +74.5% | +33.8% |
| 5Y | +124.7% | +57.8% | +66.8% | +36.4% |
| 10Y | +222.2% | +219.8% | +2.4% | -19.0% |
| All | +222.2% | +223.7% | -1.5% | -19.0% |
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