+19.7%
EPRT price history and return analytics
+57.4%
-37.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -0.5% |
| 7D | +3.3% | +0.4% | +3.0% | +2.9% |
| 30D | +11.5% | -2.6% | +14.1% | +13.2% |
| 3M | -6.5% | -3.2% | -3.3% | -4.7% |
| 6M | -7.8% | +0.9% | -8.8% | -9.2% |
| YTD | -1.4% | +11.3% | -12.7% | -10.2% |
| 1Y | -3.3% | +14.0% | -17.3% | -13.7% |
| 3Y | +41.7% | +75.8% | -34.1% | -13.6% |
| 5Y | +19.7% | +57.8% | -38.1% | -17.9% |
| All | +19.7% | +57.4% | -37.6% | -17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling