+241.1%
EPOL vs VOO
+309.6%
-68.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +3.1% | +2.6% | +0.6% | +0.7% |
| 30D | +0.3% | -2.0% | +2.3% | +2.1% |
| 3M | +0.4% | -2.8% | +3.2% | +3.0% |
| 6M | +12.4% | +2.2% | +10.2% | +10.0% |
| YTD | +26.3% | +11.5% | +14.8% | +14.0% |
| 1Y | +34.6% | +13.5% | +21.2% | +19.6% |
| 3Y | +153.4% | +78.1% | +75.3% | +46.4% |
| 5Y | +133.5% | +73.1% | +60.4% | +38.7% |
| All | +241.1% | +309.6% | -68.6% | -16.0% |
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