-92.5%
EPV price history and return analytics
+224.4%
-316.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | +2.8% |
| 7D | +1.4% | -0.7% | +2.1% | +0.5% |
| 30D | -8.2% | -1.7% | -6.5% | -10.7% |
| 3M | +6.1% | -2.3% | +8.4% | +2.6% |
| 6M | -5.9% | +1.5% | -7.4% | -0.5% |
| YTD | -16.9% | +12.0% | -28.9% | +9.9% |
| 1Y | -21.5% | +12.9% | -34.3% | +5.7% |
| 3Y | -62.3% | +74.9% | -137.2% | +31.5% |
| 5Y | -62.7% | +59.9% | -122.6% | +35.2% |
| 10Y | -92.5% | +224.6% | -317.1% | +76.4% |
| All | -92.5% | +224.4% | -316.8% | +76.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling