-60.7%
EPC vs VOO
+315.3%
-376.0%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.3% |
| 7D | -4.1% | -0.4% | -3.7% | -3.8% |
| 30D | -2.7% | -1.4% | -1.3% | -1.6% |
| 3M | +32.3% | +3.7% | +28.6% | +28.0% |
| 6M | +30.6% | +13.0% | +17.6% | +17.7% |
| YTD | +62.1% | +12.4% | +49.6% | +46.2% |
| 1Y | +24.4% | +18.6% | +5.8% | +7.3% |
| 3Y | -24.6% | +78.1% | -102.7% | -54.4% |
| 5Y | -24.5% | +82.3% | -106.7% | -56.0% |
| 10Y | -60.7% | +322.5% | -383.2% | -89.2% |
| All | -60.7% | +315.3% | -376.0% | -89.2% |
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