+173.9%
EPRX price history and return analytics
+53.0%
+120.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.4% |
| 7D | +8.5% | -0.1% | +8.6% | +8.6% |
| 30D | +21.3% | -0.7% | +22.0% | +22.3% |
| 3M | +35.6% | +4.0% | +31.6% | +30.4% |
| 6M | +3.3% | +12.3% | -9.0% | -7.2% |
| YTD | +7.0% | +14.0% | -7.0% | -5.2% |
| 1Y | +51.9% | +20.3% | +31.6% | +30.0% |
| All | +173.9% | +53.0% | +120.9% | +103.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling