+1,072.4%
EPAM vs VOO
+621.1%
+451.3%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +5.1% |
| 7D | +18.8% | -0.6% | +19.4% | +18.0% |
| 30D | +44.9% | -3.6% | +48.6% | +49.6% |
| 3M | +68.6% | -2.7% | +71.3% | +71.6% |
| 6M | +65.4% | +2.2% | +63.2% | +56.4% |
| YTD | -19.9% | +10.9% | -30.8% | -32.1% |
| 1Y | -10.0% | +11.3% | -21.3% | -24.2% |
| 3Y | -30.3% | +76.9% | -107.2% | -68.3% |
| 5Y | -75.7% | +73.5% | -149.2% | -88.1% |
| 10Y | +167.2% | +307.7% | -140.5% | -53.3% |
| All | +1,072.4% | +621.1% | +451.3% | +9.6% |
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