+402.1%
EZPW price history and return analytics
+66.2%
+335.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +4.1% | +1.0% | +3.0% | +3.4% |
| 30D | +18.6% | -0.2% | +18.8% | +18.8% |
| 3M | +6.0% | +4.5% | +1.4% | +3.4% |
| 6M | +30.6% | +14.1% | +16.6% | +20.8% |
| YTD | +70.4% | +14.8% | +55.6% | +57.2% |
| 1Y | +93.7% | +21.2% | +72.5% | +73.4% |
| 3Y | +305.5% | +76.6% | +228.9% | +184.2% |
| 5Y | +402.1% | +66.6% | +335.5% | +261.9% |
| All | +402.1% | +66.2% | +335.9% | +261.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling