+616.7%
EP vs VOO
+314.0%
+302.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | -0.6% | -17.0% | -17.1% |
| 7D | -16.0% | +0.5% | -16.5% | -16.3% |
| 30D | -7.9% | -0.9% | -6.9% | -7.0% |
| 3M | -7.5% | +3.9% | -11.4% | -11.0% |
| 6M | -19.4% | +14.5% | -33.9% | -29.4% |
| YTD | -15.1% | +13.0% | -28.1% | -24.7% |
| 1Y | -42.8% | +19.4% | -62.2% | -51.7% |
| 3Y | -70.1% | +78.9% | -148.9% | -81.3% |
| 5Y | -58.7% | +82.3% | -140.9% | -74.9% |
| 10Y | +616.7% | +314.2% | +302.5% | +222.3% |
| All | +616.7% | +314.0% | +302.7% | +222.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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