-65.4%
EP vs VOO
+78.5%
-143.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.5% |
| 7D | +1.2% | +2.6% | -1.3% | -2.8% |
| 30D | -22.8% | -2.0% | -20.8% | -20.5% |
| 3M | -11.8% | -2.8% | -9.0% | -8.0% |
| 6M | -9.2% | +2.2% | -11.4% | -13.4% |
| YTD | -18.7% | +11.5% | -30.3% | -34.1% |
| 1Y | -20.3% | +13.5% | -33.8% | -38.0% |
| 3Y | -65.4% | +78.1% | -143.5% | -92.8% |
| All | -65.4% | +78.5% | -143.9% | -92.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling