+233.9%
EZPW price history and return analytics
+74.0%
+159.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.0% |
| 7D | -3.5% | +2.4% | -5.9% | -4.9% |
| 30D | -15.8% | -1.5% | -14.3% | -14.9% |
| 3M | -3.8% | -4.1% | +0.3% | -1.2% |
| 6M | -16.5% | +0.6% | -17.0% | -16.3% |
| YTD | +41.9% | +11.0% | +30.8% | +36.1% |
| 1Y | +58.2% | +13.3% | +44.9% | +50.6% |
| 3Y | +233.9% | +73.4% | +160.5% | +138.3% |
| All | +233.9% | +74.0% | +159.9% | +138.3% |
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