-27.1%
EPV price history and return analytics
+20.4%
-47.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.1% | +1.2% |
| 7D | +2.0% | -0.1% | +2.1% | +1.7% |
| 30D | +5.2% | -0.7% | +5.9% | +4.0% |
| 3M | -7.0% | +4.0% | -11.0% | +2.0% |
| 6M | -16.6% | +12.3% | -28.8% | +10.7% |
| YTD | -17.8% | +14.0% | -31.8% | +12.0% |
| 1Y | -27.1% | +20.3% | -47.4% | +11.8% |
| All | -27.1% | +20.4% | -47.6% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling