-30.0%
EPC vs VOO
+795.4%
-825.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +6.0% | -0.6% | +6.6% | +6.6% |
| 30D | +6.5% | -3.6% | +10.2% | +9.8% |
| 3M | +6.4% | -2.7% | +9.1% | +8.8% |
| 6M | +41.1% | +2.2% | +38.9% | +37.8% |
| YTD | +77.1% | +10.9% | +66.2% | +61.1% |
| 1Y | +61.8% | +11.3% | +50.4% | +46.7% |
| 3Y | -7.7% | +76.9% | -84.6% | -44.3% |
| 5Y | -14.3% | +73.5% | -87.8% | -48.4% |
| 10Y | -58.4% | +307.7% | -366.0% | -88.6% |
| All | -30.0% | +795.4% | -825.4% | -90.0% |
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