-81.3%
EPAM vs VOO
+82.6%
-163.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -1.8% |
| 7D | +2.0% | +0.1% | +1.8% | +1.8% |
| 30D | +6.5% | +0.1% | +6.5% | +6.6% |
| 3M | +19.9% | +2.0% | +17.9% | +15.8% |
| 6M | -16.9% | +13.0% | -30.0% | -31.5% |
| YTD | -42.9% | +13.6% | -56.5% | -53.0% |
| 1Y | -30.4% | +20.1% | -50.4% | -47.2% |
| 3Y | -54.7% | +77.6% | -132.3% | -81.5% |
| All | -81.3% | +82.6% | -163.9% | -92.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling