+70.4%
EPAC vs VOO
+317.2%
-246.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.2% |
| 7D | +1.1% | +0.5% | +0.6% | +0.5% |
| 30D | -1.8% | -0.9% | -0.9% | -0.9% |
| 3M | +7.4% | +3.9% | +3.5% | +2.9% |
| 6M | +0.5% | +14.5% | -14.0% | -13.4% |
| YTD | -3.2% | +13.0% | -16.1% | -15.3% |
| 1Y | -12.6% | +19.4% | -32.1% | -28.1% |
| 3Y | +39.9% | +78.9% | -38.9% | -25.9% |
| 5Y | +51.5% | +82.3% | -30.8% | -22.5% |
| All | +70.4% | +317.2% | -246.8% | -74.5% |
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