+181.4%
EPOL price history and return analytics
+464.1%
-282.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.5% |
| 7D | +2.5% | -0.1% | +2.7% | +2.6% |
| 30D | -0.2% | -3.1% | +2.9% | +3.5% |
| 3M | -0.9% | -3.5% | +2.6% | +3.3% |
| 6M | +12.9% | +0.5% | +12.5% | +12.0% |
| YTD | +25.2% | +10.8% | +14.5% | +10.6% |
| 1Y | +32.3% | +11.9% | +20.4% | +15.4% |
| 3Y | +149.2% | +73.0% | +76.3% | +28.4% |
| 5Y | +130.2% | +58.6% | +71.6% | +33.6% |
| 10Y | +222.1% | +219.2% | +2.9% | -22.7% |
| All | +181.4% | +464.1% | -282.6% | -69.7% |
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