+18.0%
EPM vs VOO
+325.3%
-307.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -4.0% | -4.0% |
| 7D | +1.1% | -0.8% | +1.9% | +1.8% |
| 30D | -0.3% | -1.1% | +0.8% | +0.7% |
| 3M | -9.9% | +3.9% | -13.8% | -14.1% |
| 6M | -17.8% | +13.6% | -31.4% | -29.6% |
| YTD | +11.0% | +12.7% | -1.7% | -4.3% |
| 1Y | -20.9% | +17.6% | -38.5% | -35.0% |
| 3Y | -45.3% | +77.3% | -122.6% | -72.3% |
| 5Y | +20.5% | +84.1% | -63.6% | -42.6% |
| All | +18.0% | +325.3% | -307.3% | -80.2% |
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