+18.1%
EPHE vs VOO
+789.0%
-771.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.9% |
| 7D | +0.9% | +0.5% | +0.4% | +0.5% |
| 30D | -6.2% | -0.9% | -5.3% | -5.6% |
| 3M | +1.6% | +3.9% | -2.3% | -1.3% |
| 6M | -1.9% | +14.5% | -16.4% | -11.4% |
| YTD | -0.3% | +13.0% | -13.3% | -9.1% |
| 1Y | -4.0% | +19.4% | -23.5% | -16.2% |
| 3Y | +6.2% | +78.9% | -72.7% | -32.8% |
| 5Y | -11.7% | +82.3% | -94.0% | -46.2% |
| 10Y | -26.2% | +314.2% | -340.4% | -78.5% |
| All | +18.1% | +789.0% | -771.0% | -82.2% |
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 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