+290.3%
EPR price history and return analytics
+346.0%
-55.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.8% |
| 7D | +3.1% | -2.3% | +5.4% | +5.9% |
| 30D | +10.6% | -5.0% | +15.6% | +17.3% |
| 3M | -1.4% | -4.9% | +3.5% | +4.3% |
| 6M | +9.0% | -1.5% | +10.6% | +9.4% |
| YTD | +25.8% | +8.5% | +17.3% | +11.0% |
| 1Y | +28.7% | +11.4% | +17.4% | +9.7% |
| 3Y | +59.7% | +70.1% | -10.4% | -22.3% |
| 5Y | +58.2% | +53.7% | +4.5% | -13.0% |
| 10Y | +58.6% | +220.0% | -161.4% | -61.9% |
| All | +290.3% | +346.0% | -55.7% | -41.4% |
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