+193.7%
EPRT price history and return analytics
+147.5%
+46.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | -2.5% | +2.9% | -5.4% | -5.4% |
| 30D | +7.6% | -2.5% | +10.1% | +10.0% |
| 3M | -8.7% | -3.3% | -5.4% | -5.9% |
| 6M | -9.6% | +1.5% | -11.1% | -12.4% |
| YTD | -3.7% | +11.4% | -15.1% | -16.5% |
| 1Y | -5.6% | +11.9% | -17.5% | -18.8% |
| 3Y | +37.7% | +73.9% | -36.2% | -30.7% |
| 5Y | +18.6% | +57.9% | -39.2% | -32.8% |
| All | +193.7% | +147.5% | +46.2% | -4.2% |
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