+654.2%
EPS price history and return analytics
+355.4%
+298.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -0.4% | -0.1% | -0.3% | -0.3% |
| 30D | -3.9% | -3.1% | -0.8% | -1.3% |
| 3M | -3.2% | -3.5% | +0.3% | -0.2% |
| 6M | +2.7% | +0.5% | +2.2% | +2.2% |
| YTD | +11.7% | +10.8% | +0.9% | +2.3% |
| 1Y | +12.8% | +11.9% | +0.9% | +2.4% |
| 3Y | +75.9% | +73.0% | +2.9% | +10.9% |
| 5Y | +73.0% | +58.6% | +14.4% | +17.4% |
| 10Y | +277.8% | +219.2% | +58.6% | +48.7% |
| All | +654.2% | +355.4% | +298.8% | +123.7% |
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 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