+116.0%
EPI vs VOO
+800.4%
-684.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +1.6% | +2.6% | -1.0% | -0.5% |
| 30D | +8.2% | -2.0% | +10.1% | +9.7% |
| 3M | +2.0% | -2.8% | +4.8% | +4.1% |
| 6M | +4.5% | +2.2% | +2.4% | +2.4% |
| YTD | -4.7% | +11.5% | -16.2% | -13.1% |
| 1Y | -4.2% | +13.5% | -17.7% | -14.1% |
| 3Y | +19.2% | +78.1% | -58.9% | -28.4% |
| 5Y | +22.4% | +73.1% | -50.7% | -26.0% |
| 10Y | +150.0% | +310.7% | -160.8% | -39.0% |
| All | +116.0% | +800.4% | -684.4% | -78.4% |
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