+197.4%
EPRT price history and return analytics
+149.1%
+48.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.5% |
| 7D | -0.5% | -0.7% | +0.2% | -0.1% |
| 30D | +8.5% | -1.7% | +10.2% | +10.0% |
| 3M | -5.8% | -2.3% | -3.5% | -4.0% |
| 6M | -8.7% | +1.5% | -10.2% | -11.5% |
| YTD | -2.5% | +12.0% | -14.6% | -16.0% |
| 1Y | -5.7% | +12.9% | -18.5% | -19.6% |
| 3Y | +39.4% | +74.9% | -35.5% | -30.3% |
| 5Y | +17.9% | +59.9% | -42.1% | -34.3% |
| All | +197.4% | +149.1% | +48.3% | -3.7% |
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