+229.6%
EPOL price history and return analytics
+220.7%
+8.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.4% |
| 7D | +2.5% | -0.1% | +2.7% | +2.6% |
| 30D | -0.2% | -3.1% | +2.9% | +3.3% |
| 3M | -0.9% | -3.5% | +2.6% | +3.0% |
| 6M | +12.9% | +0.5% | +12.5% | +12.2% |
| YTD | +25.2% | +10.8% | +14.5% | +11.8% |
| 1Y | +32.3% | +11.9% | +20.4% | +16.7% |
| 3Y | +149.2% | +73.0% | +76.3% | +35.7% |
| 5Y | +130.2% | +58.6% | +71.6% | +39.1% |
| All | +229.6% | +220.7% | +8.9% | -16.9% |
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