+185.4%
EPRX price history and return analytics
+53.1%
+132.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.9% | +4.1% | +4.1% |
| 7D | +0.2% | -1.1% | +1.3% | +1.4% |
| 30D | +29.9% | -1.0% | +30.9% | +31.4% |
| 3M | +39.6% | +3.2% | +36.5% | +35.5% |
| 6M | +9.5% | +12.5% | -3.0% | -1.7% |
| YTD | +11.5% | +14.1% | -2.5% | -1.2% |
| 1Y | +53.9% | +18.9% | +35.0% | +32.8% |
| All | +185.4% | +53.1% | +132.3% | +112.4% |
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 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