-30.2%
EPC vs VOO
+798.5%
-828.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.3% | +3.2% | +3.6% |
| 7D | +3.7% | +0.1% | +3.6% | +3.8% |
| 30D | +6.2% | -3.3% | +9.5% | +9.2% |
| 3M | +4.6% | -2.4% | +7.0% | +6.7% |
| 6M | +40.7% | +2.6% | +38.1% | +37.0% |
| YTD | +76.7% | +11.3% | +65.4% | +60.2% |
| 1Y | +62.2% | +13.4% | +48.8% | +44.8% |
| 3Y | -8.6% | +80.3% | -88.9% | -45.8% |
| 5Y | -14.4% | +72.7% | -87.1% | -48.2% |
| 10Y | -56.0% | +310.0% | -366.1% | -88.1% |
| All | -30.2% | +798.5% | -828.6% | -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