-74.9%
EP vs VOO
+817.1%
-892.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +25.7% | +0.1% | +25.6% | +25.7% |
| 3M | +13.8% | +2.0% | +11.8% | +12.4% |
| 6M | -7.9% | +13.0% | -21.0% | -13.9% |
| YTD | +3.0% | +13.6% | -10.6% | -4.0% |
| 1Y | -36.8% | +20.1% | -56.8% | -42.6% |
| 3Y | -64.7% | +77.6% | -142.3% | -72.3% |
| 5Y | -47.8% | +82.4% | -130.3% | -59.7% |
| 10Y | +769.4% | +316.8% | +452.6% | +553.7% |
| All | -74.9% | +817.1% | -892.0% | -34.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling