+138.9%
EPOL vs VOO
+795.4%
-656.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.3% |
| 7D | +2.5% | -0.6% | +3.1% | +3.0% |
| 30D | -0.2% | -3.6% | +3.5% | +3.8% |
| 3M | -0.9% | -2.7% | +1.8% | +1.9% |
| 6M | +12.9% | +2.2% | +10.7% | +10.1% |
| YTD | +25.2% | +10.9% | +14.4% | +12.2% |
| 1Y | +32.3% | +11.3% | +21.0% | +18.0% |
| 3Y | +149.2% | +76.9% | +72.3% | +34.2% |
| 5Y | +130.2% | +73.5% | +56.7% | +26.8% |
| 10Y | +222.1% | +307.7% | -85.6% | -37.0% |
| All | +138.9% | +795.4% | -656.5% | -86.1% |
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