+108.9%
EPI vs VOO
+812.0%
-703.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -1.1% |
| 7D | -0.9% | +0.5% | -1.4% | -1.3% |
| 30D | -2.3% | -0.9% | -1.4% | -1.6% |
| 3M | +3.0% | +3.9% | -0.9% | -0.3% |
| 6M | -1.4% | +14.5% | -15.9% | -11.9% |
| YTD | -7.8% | +13.0% | -20.7% | -16.7% |
| 1Y | -4.6% | +19.4% | -24.1% | -17.9% |
| 3Y | +13.9% | +78.9% | -64.9% | -31.7% |
| 5Y | +25.2% | +82.3% | -57.1% | -27.8% |
| 10Y | +118.2% | +314.2% | -196.0% | -46.9% |
| All | +108.9% | +812.0% | -703.1% | -79.3% |
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