+552.2%
EP vs VOO
+311.2%
+241.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.1% |
| 7D | +19.4% | +3.3% | +16.1% | +16.0% |
| 30D | -27.3% | -2.7% | -24.6% | -25.4% |
| 3M | -11.4% | -1.7% | -9.7% | -9.9% |
| 6M | -10.8% | +3.1% | -13.9% | -13.6% |
| YTD | -21.1% | +11.9% | -33.0% | -29.4% |
| 1Y | -23.8% | +12.1% | -35.9% | -32.1% |
| 3Y | -62.4% | +78.6% | -141.0% | -76.5% |
| 5Y | -84.4% | +73.8% | -158.2% | -90.1% |
| All | +552.2% | +311.2% | +241.0% | +335.5% |
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