-99.3%
EPV price history and return analytics
+543.4%
-642.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | -0.6% |
| 7D | -5.4% | -0.1% | -5.3% | -5.1% |
| 30D | -8.2% | -3.1% | -5.1% | -13.5% |
| 3M | +5.8% | -3.5% | +9.3% | -0.8% |
| 6M | -6.0% | +0.5% | -6.5% | -2.5% |
| YTD | -17.3% | +10.8% | -28.1% | +9.6% |
| 1Y | -23.7% | +11.9% | -35.6% | +3.9% |
| 3Y | -62.5% | +73.0% | -135.5% | +45.8% |
| 5Y | -63.3% | +58.6% | -121.9% | +46.1% |
| 10Y | -92.4% | +219.2% | -311.6% | +140.7% |
| All | -99.3% | +543.4% | -642.7% | +183.9% |
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