-62.7%
EYPT price history and return analytics
+74.2%
-136.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -3.9% |
| 7D | -9.4% | -0.1% | -9.3% | -9.3% |
| 30D | -66.8% | -0.7% | -66.1% | -66.2% |
| 3M | -63.1% | +4.0% | -67.1% | -65.0% |
| 6M | -72.3% | +12.3% | -84.6% | -76.4% |
| YTD | -76.2% | +14.0% | -90.3% | -80.3% |
| 1Y | -69.4% | +20.3% | -89.7% | -76.7% |
| All | -62.7% | +74.2% | -136.9% | -83.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling