-32.1%
EPC vs VOO
+817.1%
-849.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.6% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -1.1% | +0.1% | -1.2% | -1.1% |
| 3M | +47.2% | +2.0% | +45.2% | +44.1% |
| 6M | +36.7% | +13.0% | +23.7% | +22.8% |
| YTD | +71.8% | +13.6% | +58.2% | +53.3% |
| 1Y | +25.3% | +20.1% | +5.2% | +6.5% |
| 3Y | -21.4% | +77.6% | -98.9% | -52.7% |
| 5Y | -23.3% | +82.4% | -105.7% | -55.8% |
| 10Y | -60.0% | +316.8% | -376.8% | -89.3% |
| All | -32.1% | +817.1% | -849.2% | -90.4% |
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