-24.8%
EPHE vs VOO
+325.3%
-350.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.8% |
| 7D | -0.5% | -0.8% | +0.2% | 0.0% |
| 30D | -6.9% | -1.1% | -5.8% | -6.2% |
| 3M | -0.7% | +3.9% | -4.6% | -3.3% |
| 6M | -3.1% | +13.6% | -16.7% | -11.2% |
| YTD | -1.3% | +12.7% | -14.0% | -9.1% |
| 1Y | -4.7% | +17.6% | -22.2% | -14.9% |
| 3Y | +4.3% | +77.3% | -73.0% | -31.0% |
| 5Y | -13.1% | +84.1% | -97.2% | -45.1% |
| All | -24.8% | +325.3% | -350.1% | -77.2% |
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