+164.5%
EPAM vs VOO
+311.2%
-146.7%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +1.0% |
| 7D | -1.1% | +3.3% | -4.4% | -5.3% |
| 30D | +41.8% | -2.7% | +44.5% | +44.5% |
| 3M | +63.4% | -1.7% | +65.1% | +64.2% |
| 6M | +72.2% | +3.1% | +69.1% | +60.8% |
| YTD | -20.0% | +11.9% | -32.0% | -33.3% |
| 1Y | -9.0% | +12.1% | -21.1% | -24.3% |
| 3Y | -30.4% | +78.6% | -109.0% | -69.4% |
| 5Y | -75.6% | +73.8% | -149.4% | -88.4% |
| All | +164.5% | +311.2% | -146.7% | -56.4% |
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