+658.1%
EPS price history and return analytics
+356.5%
+301.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +2.4% | +2.4% | 0.0% | +0.4% |
| 30D | -2.2% | -1.5% | -0.7% | -0.9% |
| 3M | -3.4% | -4.1% | +0.8% | +0.1% |
| 6M | +2.6% | +0.6% | +2.0% | +2.0% |
| YTD | +12.2% | +11.0% | +1.2% | +2.6% |
| 1Y | +14.4% | +13.3% | +1.1% | +2.8% |
| 3Y | +77.0% | +73.4% | +3.6% | +11.3% |
| 5Y | +72.5% | +57.4% | +15.1% | +17.9% |
| 10Y | +280.7% | +221.7% | +59.0% | +49.0% |
| All | +658.1% | +356.5% | +301.6% | +124.4% |
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 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