+118.6%
EZPW price history and return analytics
+355.4%
-236.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -2.3% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | -10.0% | -3.1% | -6.9% | -7.4% |
| 3M | +5.8% | -3.5% | +9.3% | +9.5% |
| 6M | -14.2% | +0.5% | -14.7% | -14.1% |
| YTD | +48.1% | +10.8% | +37.4% | +36.3% |
| 1Y | +61.3% | +11.9% | +49.4% | +47.2% |
| 3Y | +250.0% | +73.0% | +177.0% | +113.9% |
| 5Y | +261.9% | +58.6% | +203.3% | +135.8% |
| 10Y | +172.7% | +219.2% | -46.5% | -7.9% |
| All | +118.6% | +355.4% | -236.8% | -39.7% |
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