+77.5%
EPAC vs VOO
+817.1%
-739.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.5% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +1.0% | +0.1% | +0.9% | +0.9% |
| 3M | +12.5% | +2.0% | +10.5% | +9.6% |
| 6M | -6.9% | +13.0% | -20.0% | -19.6% |
| YTD | -2.4% | +13.6% | -15.9% | -16.1% |
| 1Y | -11.8% | +20.1% | -31.9% | -29.2% |
| 3Y | +42.2% | +77.6% | -35.4% | -28.5% |
| 5Y | +53.4% | +82.4% | -29.1% | -26.9% |
| 10Y | +56.6% | +316.8% | -260.3% | -75.0% |
| All | +77.5% | +817.1% | -739.6% | -91.5% |
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 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