+236.7%
EPOL vs VOO
+317.2%
-80.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.9% |
| 7D | +4.5% | +0.5% | +4.0% | +4.0% |
| 30D | +3.6% | -0.9% | +4.5% | +4.4% |
| 3M | +17.0% | +3.9% | +13.1% | +12.7% |
| 6M | +30.3% | +14.5% | +15.8% | +14.8% |
| YTD | +31.0% | +13.0% | +18.1% | +16.9% |
| 1Y | +44.9% | +19.4% | +25.5% | +22.6% |
| 3Y | +198.0% | +78.9% | +119.1% | +71.6% |
| 5Y | +137.0% | +82.3% | +54.7% | +34.5% |
| All | +236.7% | +317.2% | -80.5% | -11.9% |
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