+736.0%
EPAM vs VOO
+638.6%
+97.4%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -1.9% |
| 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% | +16.0% |
| 6M | -16.9% | +13.0% | -30.0% | -30.4% |
| YTD | -42.9% | +13.6% | -56.5% | -52.2% |
| 1Y | -30.4% | +20.1% | -50.4% | -45.9% |
| 3Y | -54.7% | +77.6% | -132.3% | -79.1% |
| 5Y | -81.8% | +82.4% | -164.3% | -91.5% |
| 10Y | +65.5% | +316.8% | -251.4% | -71.4% |
| All | +736.0% | +638.6% | +97.4% | -22.9% |
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