+1,070.2%
EPAM vs VOO
+627.9%
+442.3%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +1.0% |
| 7D | -1.1% | +3.3% | -4.4% | -5.2% |
| 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% | +61.1% |
| YTD | -20.0% | +11.9% | -32.0% | -33.1% |
| 1Y | -9.0% | +12.1% | -21.1% | -24.0% |
| 3Y | -30.4% | +78.6% | -109.0% | -68.7% |
| 5Y | -75.6% | +73.8% | -149.4% | -88.1% |
| 10Y | +161.2% | +312.3% | -151.1% | -55.0% |
| All | +1,070.2% | +627.9% | +442.3% | +8.0% |
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