+210.6%
EPRT price history and return analytics
+153.5%
+57.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | -2.0% | -0.7% | -1.3% | -1.4% |
| 3M | -1.5% | +4.0% | -5.5% | -6.2% |
| 6M | -11.6% | +12.3% | -23.9% | -23.1% |
| YTD | +1.8% | +14.0% | -12.2% | -13.4% |
| 1Y | +2.9% | +20.3% | -17.5% | -18.0% |
| 3Y | +40.7% | +75.4% | -34.7% | -29.3% |
| 5Y | +15.3% | +66.0% | -50.7% | -38.3% |
| All | +210.6% | +153.5% | +57.2% | -0.7% |
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 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