+23.6%
EPI vs VOO
+81.6%
-58.0%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | -2.2% | -0.4% | -1.8% | -2.0% |
| 30D | -2.2% | -1.4% | -0.9% | -1.5% |
| 3M | +1.9% | +3.7% | -1.8% | -0.1% |
| 6M | -1.7% | +13.0% | -14.8% | -7.9% |
| YTD | -8.3% | +12.4% | -20.8% | -13.9% |
| 1Y | -4.6% | +18.6% | -23.2% | -12.9% |
| 3Y | +13.3% | +78.1% | -64.8% | -17.5% |
| 5Y | +23.6% | +82.3% | -58.7% | -11.2% |
| All | +23.6% | +81.6% | -58.0% | -11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling