+146.4%
EPOL vs VOO
+817.1%
-670.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +3.8% | +0.1% | +3.7% | +3.6% |
| 30D | +3.3% | +0.1% | +3.2% | +3.2% |
| 3M | +12.6% | +2.0% | +10.6% | +10.1% |
| 6M | +25.5% | +13.0% | +12.5% | +10.3% |
| YTD | +29.2% | +13.6% | +15.6% | +12.9% |
| 1Y | +46.2% | +20.1% | +26.2% | +20.3% |
| 3Y | +169.7% | +77.6% | +92.2% | +44.7% |
| 5Y | +130.2% | +82.4% | +47.8% | +20.2% |
| 10Y | +231.2% | +316.8% | -85.6% | -36.7% |
| All | +146.4% | +817.1% | -670.7% | -86.0% |
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 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