+84.8%
EPAC vs VOO
+777.9%
-693.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.2% |
| 7D | -4.3% | -2.7% | -1.6% | -1.1% |
| 30D | +10.7% | -5.4% | +16.1% | +17.8% |
| 3M | +3.8% | -4.1% | +7.8% | +8.6% |
| 6M | +8.7% | +0.7% | +7.9% | +7.1% |
| YTD | +1.7% | +8.7% | -7.1% | -8.3% |
| 1Y | -4.1% | +11.0% | -15.0% | -15.6% |
| 3Y | +39.1% | +75.5% | -36.3% | -29.2% |
| 5Y | +72.0% | +68.4% | +3.7% | -9.8% |
| 10Y | +79.2% | +315.7% | -236.5% | -71.7% |
| All | +84.8% | +777.9% | -693.1% | -90.7% |
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