+157.7%
EPAM vs VOO
+317.9%
-160.2%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -4.5% |
| 7D | +9.1% | +0.1% | +9.0% | +7.4% |
| 30D | +38.5% | -3.3% | +41.8% | +42.4% |
| 3M | +61.0% | -2.4% | +63.4% | +63.3% |
| 6M | +58.0% | +2.6% | +55.4% | +48.6% |
| YTD | -23.5% | +11.3% | -34.7% | -35.6% |
| 1Y | -10.5% | +13.4% | -24.0% | -26.7% |
| 3Y | -33.8% | +80.3% | -114.1% | -71.3% |
| 5Y | -78.1% | +72.7% | -150.8% | -89.5% |
| 10Y | +157.7% | +310.0% | -152.3% | -57.2% |
| All | +157.7% | +317.9% | -160.2% | -57.2% |
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