+2.4%
EPSN price history and return analytics
+368.8%
-366.3%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -1.3% | -0.1% | -1.1% | -1.2% |
| 30D | +7.0% | -0.7% | +7.7% | +7.3% |
| 3M | +8.1% | +4.0% | +4.1% | +5.2% |
| 6M | +14.4% | +12.3% | +2.1% | +6.1% |
| YTD | +37.3% | +14.0% | +23.3% | +26.2% |
| 1Y | +17.6% | +20.3% | -2.7% | +5.0% |
| 3Y | +30.4% | +75.4% | -45.0% | -6.2% |
| 5Y | +46.2% | +66.0% | -19.8% | +7.8% |
| 10Y | +236.4% | +228.2% | +8.2% | +59.4% |
| All | +2.4% | +368.8% | -366.3% | -68.4% |
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