-8.6%
EPC vs VOO
+78.4%
-87.0%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.3% | +3.2% | +4.2% |
| 7D | +3.7% | +0.1% | +3.6% | +3.8% |
| 30D | +6.2% | -3.3% | +9.5% | +8.2% |
| 3M | +4.6% | -2.4% | +7.0% | +6.0% |
| 6M | +40.7% | +2.6% | +38.1% | +38.2% |
| YTD | +76.7% | +11.3% | +65.4% | +64.4% |
| 1Y | +62.2% | +13.4% | +48.8% | +49.0% |
| 3Y | -8.6% | +80.3% | -88.9% | -46.9% |
| All | -8.6% | +78.4% | -87.0% | -46.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling