+511.1%
EPU price history and return analytics
+566.5%
-55.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.6% |
| 7D | +2.7% | +1.0% | +1.7% | +1.8% |
| 30D | +2.8% | -0.2% | +3.1% | +3.0% |
| 3M | +21.3% | +4.5% | +16.8% | +17.1% |
| 6M | +14.0% | +14.1% | -0.1% | +2.9% |
| YTD | +31.1% | +14.8% | +16.3% | +18.1% |
| 1Y | +68.1% | +21.2% | +46.9% | +45.2% |
| 3Y | +236.6% | +76.6% | +160.0% | +114.7% |
| 5Y | +334.8% | +66.6% | +268.2% | +188.5% |
| 10Y | +277.1% | +222.3% | +54.8% | +45.6% |
| All | +511.1% | +566.5% | -55.4% | +17.8% |
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