+158.4%
EZPW price history and return analytics
+224.4%
-65.9%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -2.5% |
| 7D | -4.1% | -0.7% | -3.4% | -3.6% |
| 30D | -13.3% | -1.7% | -11.5% | -12.0% |
| 3M | +4.9% | -2.3% | +7.2% | +7.1% |
| 6M | -18.3% | +1.5% | -19.8% | -18.8% |
| YTD | +45.7% | +12.0% | +33.7% | +34.6% |
| 1Y | +58.8% | +12.9% | +45.9% | +46.0% |
| 3Y | +244.3% | +74.9% | +169.3% | +122.8% |
| 5Y | +252.4% | +59.9% | +192.5% | +143.0% |
| 10Y | +158.4% | +224.6% | -66.2% | -6.9% |
| All | +158.4% | +224.4% | -65.9% | -6.9% |
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 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