+38.7%
EPR price history and return analytics
+221.4%
-182.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | +0.5% |
| 7D | +0.9% | +1.0% | -0.1% | -0.3% |
| 30D | -3.2% | -0.2% | -3.0% | -3.0% |
| 3M | +5.5% | +4.5% | +1.0% | -1.0% |
| 6M | +7.7% | +14.1% | -6.4% | -10.3% |
| YTD | +25.3% | +14.8% | +10.5% | +3.0% |
| 1Y | +20.2% | +21.2% | -1.0% | -8.3% |
| 3Y | +67.6% | +76.6% | -9.0% | -25.6% |
| 5Y | +68.3% | +66.6% | +1.7% | -19.2% |
| 10Y | +38.7% | +222.3% | -183.6% | -70.6% |
| All | +38.7% | +221.4% | -182.7% | -70.6% |
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