+179.7%
EPRX price history and return analytics
+54.0%
+125.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | +30.1% | +1.0% | +29.1% | +28.9% |
| 30D | +21.9% | -0.2% | +22.1% | +22.2% |
| 3M | +37.7% | +4.5% | +33.2% | +31.8% |
| 6M | +3.3% | +14.1% | -10.8% | -8.6% |
| YTD | +9.3% | +14.8% | -5.5% | -3.8% |
| 1Y | +56.5% | +21.2% | +35.4% | +33.0% |
| All | +179.7% | +54.0% | +125.6% | +106.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling