-99.3%
EPV price history and return analytics
+546.5%
-645.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.6% | -8.8% | -0.6% |
| 7D | -4.8% | +0.4% | -5.1% | -3.4% |
| 30D | -8.6% | -2.6% | -6.0% | -13.0% |
| 3M | +6.2% | -3.2% | +9.5% | +0.1% |
| 6M | -6.5% | +0.9% | -7.4% | -1.9% |
| YTD | -17.7% | +11.3% | -29.0% | +10.3% |
| 1Y | -25.7% | +14.0% | -39.7% | +5.3% |
| 3Y | -63.1% | +75.8% | -138.9% | +49.0% |
| 5Y | -62.5% | +57.8% | -120.3% | +47.6% |
| 10Y | -92.3% | +219.8% | -312.1% | +143.2% |
| All | -99.3% | +546.5% | -645.8% | +185.5% |
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